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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 | $56,194 | $82,630-32.0% | $64,105-12.3% | $125,388-55.2% |
| Participation rate | 65.2% | 75.9%-10.6pp | 68.2%-3.0pp | 83.2%-18.0pp |
| Annual return | -0.98% | 1489.72%-1490.7pp | 791.24%-792.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,751 | $3,608+59.4% | $2,822+103.8% | $5,352+7.5% |
| Admin fee / account holder | $8,863 | $6,382+38.9% | $4,499+97.0% | $9,541-7.1% |