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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,577 | $99,668-48.3% | $86,451-40.3% | $134,545-61.7% |
| Participation rate | 18.2% | 82.1%-63.9pp | 80.3%-62.2pp | 81.2%-63.1pp |
| Annual return | -20.89% | 6789.61%-6810.5pp | 4398.51%-4419.4pp | 418.37%-439.3pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,988 | $7,249-58.8% | $6,953-57.0% | $6,401-53.3% |
| Admin fee / account holder | $786 | $8,377-90.6% | $6,734-88.3% | $11,431-93.1% |