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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 | $52,351 | $82,630-36.6% | $64,105-18.3% | $125,388-58.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -2.13% | 1489.72%-1491.9pp | 791.24%-793.4pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,701 | $3,608-52.9% | $2,822-39.7% | $5,352-68.2% |
| Admin fee / account holder | $310 | $6,382-95.2% | $4,499-93.1% | $9,541-96.8% |