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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 | $53,535 | $78,694-32.0% | $67,653-20.9% | $125,388-57.3% |
| Participation rate | 35.0% | 78.8%-43.8pp | 75.7%-40.7pp | 83.2%-48.2pp |
| Annual return | -2.52% | 9.46%-12.0pp | 6625.22%-6627.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,838 | $4,292+12.7% | $3,560+35.9% | $5,352-9.6% |
| Admin fee / account holder | $423 | $7,403-94.3% | $4,821-91.2% | $9,541-95.6% |