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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 | $61,758 | $82,630-25.3% | $64,105-3.7% | $125,389-50.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | 0.45% | 1489.72%-1489.3pp | 791.24%-790.8pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,133 | $3,608-40.9% | $2,822-24.4% | $5,352-60.1% |
| Admin fee / account holder | $16,128 | $6,382+152.7% | $4,499+258.5% | $9,541+69.0% |