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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 | $53,929 | $101,283-46.8% | $75,826-28.9% | $135,379-60.2% |
| Participation rate | 46.2% | 72.7%-26.6pp | 68.2%-22.1pp | 82.6%-36.5pp |
| Annual return | -1.20% | 3384.62%-3385.8pp | 1914.15%-1915.3pp | 519.79%-521.0pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $919 | $3,469-73.5% | $2,862-67.9% | $5,609-83.6% |
| Admin fee / account holder | $3,290 | $6,539-49.7% | $4,726-30.4% | $10,828-69.6% |