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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 | $109,967-91.0% | $97,197-89.8% | $145,877-93.2% |
| Participation rate | 45.5% | 76.0%-30.5pp | 72.7%-27.2pp | 80.3%-34.8pp |
| Annual return | 0.00% | 244.27%-244.3pp | 75.47%-75.5pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,309 | $4,676+13.5% | $4,263+24.5% | $6,691-20.6% |
| Admin fee / account holder | $2,153 | $6,199-65.3% | $5,637-61.8% | $13,402-83.9% |