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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 | $31,966 | $97,732-67.3% | $83,831-61.9% | $135,380-76.4% |
| Participation rate | 36.8% | 80.0%-43.1pp | 76.1%-39.3pp | 82.6%-45.8pp |
| Annual return | -8.10% | 1287.56%-1295.7pp | 850.99%-859.1pp | 519.81%-527.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,416 | $4,683-48.4% | $4,082-40.8% | $5,609-56.9% |
| Admin fee / account holder | $1,449 | $6,675-78.3% | $5,479-73.5% | $10,828-86.6% |