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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 | $23,014 | $99,644-76.9% | $86,438-73.4% | $134,532-82.9% |
| Participation rate | 55.6% | 82.1%-26.5pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -10.18% | 6787.26%-6797.4pp | 4397.19%-4407.4pp | 418.27%-428.4pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,443 | $7,247-66.3% | $6,952-64.9% | $6,401-61.8% |
| Admin fee / account holder | $26,818 | $8,375+220.2% | $6,733+298.3% | $11,429+134.7% |