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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 | $43,810 | $82,630-47.0% | $64,105-31.7% | $125,389-65.1% |
| Participation rate | 46.2% | 75.9%-29.7pp | 68.2%-22.0pp | 83.2%-37.0pp |
| Annual return | -0.16% | 1489.72%-1489.9pp | 791.24%-791.4pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,606 | $3,608-27.8% | $2,822-7.6% | $5,352-51.3% |
| Admin fee / account holder | $6,473 | $6,382+1.4% | $4,499+43.9% | $9,541-32.2% |