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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 | $36,109 | $82,630-56.3% | $64,105-43.7% | $125,388-71.2% |
| Participation rate | 56.3% | 75.9%-19.6pp | 68.2%-11.9pp | 83.2%-26.9pp |
| Annual return | -0.87% | 1489.72%-1490.6pp | 791.24%-792.1pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,237 | $3,608-65.7% | $2,822-56.1% | $5,352-76.9% |
| Admin fee / account holder | $3,428 | $6,382-46.3% | $4,499-23.8% | $9,541-64.1% |