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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 | $50,799 | $104,106-51.2% | $71,086-28.5% | $135,382-62.5% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | -4.92% | 1256.30%-1261.2pp | 650.59%-655.5pp | 519.77%-524.7pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,161 | $2,527+64.7% | $1,874+122.0% | $5,609-25.8% |
| Admin fee / account holder | $9,000 | $4,142+117.3% | $3,082+192.0% | $10,829-16.9% |