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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 | $32,500 | $176,688-81.6% | $130,660-75.1% | $152,909-78.7% |
| Participation rate | 25.0% | 79.0%-54.0pp | 71.7%-46.7pp | 82.5%-57.5pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,117 | $4,362-28.6% | $3,603-13.5% | $5,851-46.7% |
| Admin fee / account holder | $802 | $7,131-88.8% | $5,463-85.3% | $11,601-93.1% |