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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 | $25,114 | $84,685-70.3% | $73,836-66.0% | $125,389-80.0% |
| Participation rate | 56.3% | 76.8%-20.5pp | 73.4%-17.2pp | 83.2%-26.9pp |
| Annual return | -0.04% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,492 | $3,993-62.6% | $3,583-58.4% | $5,352-72.1% |
| Admin fee / account holder | $866 | $5,694-84.8% | $4,882-82.3% | $9,541-90.9% |