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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 | $42,549 | $82,630-48.5% | $64,105-33.6% | $125,388-66.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -0.94% | 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 | $1,873 | $3,608-48.1% | $2,822-33.6% | $5,352-65.0% |
| Admin fee / account holder | $4,416 | $6,382-30.8% | $4,499-1.9% | $9,541-53.7% |