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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 | $35,327 | $97,729-63.9% | $83,830-57.9% | $135,379-73.9% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -0.59% | 1287.52%-1288.1pp | 850.97%-851.6pp | 519.79%-520.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,277 | $4,683-8.7% | $4,082+4.8% | $5,609-23.8% |
| Admin fee / account holder | $633 | $6,674-90.5% | $5,479-88.4% | $10,828-94.2% |