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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 | $29,037 | $101,283-71.3% | $75,826-61.7% | $135,379-78.6% |
| Participation rate | 50.0% | 72.7%-22.7pp | 68.2%-18.2pp | 82.6%-32.6pp |
| Annual return | -9.31% | 3384.62%-3393.9pp | 1914.15%-1923.5pp | 519.79%-529.1pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,563 | $3,469+2.7% | $2,862+24.5% | $5,609-36.5% |
| Admin fee / account holder | $362 | $6,539-94.5% | $4,726-92.3% | $10,828-96.7% |