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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 | $9,891 | $110,093-91.0% | $97,295-89.8% | $145,897-93.2% |
| Participation rate | 45.5% | 75.9%-30.5pp | 72.7%-27.2pp | 80.3%-34.9pp |
| Annual return | 0.00% | 244.76%-244.8pp | 75.62%-75.6pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,309 | $4,678+13.5% | $4,264+24.5% | $6,689-20.6% |
| Admin fee / account holder | $2,153 | $6,212-65.3% | $5,646-61.9% | $13,390-83.9% |