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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 | $18,409 | $51,223-64.1% | $82,763-77.8% | $66,949-72.5% |
| Participation rate | 16.2% | 67.9%-51.7pp | 72.6%-56.3pp | 69.8%-53.6pp |
| Annual return | -16.56% | -9.85%-6.7pp | 702.45%-719.0pp | 1.57%-18.1pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,598 | $3,460-53.8% | $4,395-63.6% | $4,239-62.3% |
| Admin fee / account holder | $3,046 | $415+633.0% | $5,325-42.8% | $594+413.1% |