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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 | $79,567 | $99,644-20.1% | $86,438-7.9% | $134,532-40.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -16.63% | 6787.26%-6803.9pp | 4397.19%-4413.8pp | 418.27%-434.9pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,500 | $7,247+86.3% | $6,952+94.2% | $6,401+110.9% |
| Admin fee / account holder | $395 | $8,375-95.3% | $6,733-94.1% | $11,429-96.5% |