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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 | $28,399 | $97,732-70.9% | $83,831-66.1% | $135,380-79.0% |
| Participation rate | 47.1% | 80.0%-32.9pp | 76.1%-29.1pp | 82.6%-35.6pp |
| Annual return | -0.74% | 1287.56%-1288.3pp | 850.99%-851.7pp | 519.81%-520.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,444 | $4,683-69.2% | $4,082-64.6% | $5,609-74.3% |
| Admin fee / account holder | $24,239 | $6,675+263.2% | $5,479+342.4% | $10,828+123.9% |