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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 | $33,855 | $99,647-66.0% | $86,439-60.8% | $134,509-74.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.04% | 6784.13%-6801.2pp | 4395.55%-4412.6pp | 418.13%-435.2pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,995 | $7,246-44.9% | $6,952-42.5% | $6,400-37.6% |
| Admin fee / account holder | $8,834 | $8,373+5.5% | $6,732+31.2% | $11,427-22.7% |