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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 | $40,402 | $82,630-51.1% | $64,105-37.0% | $125,389-67.8% |
| Participation rate | 57.1% | 75.9%-18.7pp | 68.2%-11.0pp | 83.2%-26.0pp |
| Annual return | -0.54% | 1489.72%-1490.3pp | 791.24%-791.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,130 | $3,608-41.0% | $2,822-24.5% | $5,352-60.2% |
| Admin fee / account holder | $3,161 | $6,382-50.5% | $4,499-29.8% | $9,541-66.9% |