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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 | $72,319 | $56,197+28.7% | $67,652+6.9% | $59,633+21.3% |
| Participation rate | 63.3% | 71.5%-8.2pp | 75.7%-12.4pp | 68.7%-5.4pp |
| Annual return | -0.00% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $156 | $1,615-90.3% | $2,266-93.1% | $2,203-92.9% |
| Participant deferral / active EE | $2,400 | $2,844-15.6% | $3,560-32.6% | $3,192-24.8% |
| Admin fee / account holder | $4,488 | $3,958+13.4% | $4,821-6.9% | $4,297+4.5% |