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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 | $23,738 | $99,644-76.2% | $86,438-72.5% | $134,532-82.4% |
| Participation rate | 40.0% | 82.1%-42.1pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -17.27% | 6787.26%-6804.5pp | 4397.19%-4414.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,077 | $7,247-16.1% | $6,952-12.6% | $6,401-5.1% |
| Admin fee / account holder | $8,552 | $8,375+2.1% | $6,733+27.0% | $11,429-25.2% |