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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 | $55,173 | $84,684-34.8% | $73,835-25.3% | $125,388-56.0% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -0.53% | 3123.93%-3124.5pp | 2268.13%-2268.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,224 | $3,993-44.3% | $3,583-37.9% | $5,352-58.4% |
| Admin fee / account holder | $658 | $5,691-88.4% | $4,880-86.5% | $9,541-93.1% |