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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 | $52,057 | $99,668-47.8% | $86,451-39.8% | $134,545-61.3% |
| Participation rate | 60.0% | 82.1%-22.1pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -18.65% | 6789.61%-6808.3pp | 4398.51%-4417.2pp | 418.37%-437.0pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,417 | $7,249-66.7% | $6,953-65.2% | $6,401-62.2% |
| Admin fee / account holder | $530 | $8,377-93.7% | $6,734-92.1% | $11,431-95.4% |