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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 | $22,513 | $97,732-77.0% | $83,831-73.1% | $135,380-83.4% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -6.62% | 1287.56%-1294.2pp | 850.99%-857.6pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,888 | $4,683-38.3% | $4,082-29.3% | $5,609-48.5% |
| Admin fee / account holder | $333 | $6,675-95.0% | $5,479-93.9% | $10,828-96.9% |