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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 | $23,973 | $95,915-75.0% | $79,580-69.9% | $134,532-82.2% |
| Participation rate | 22.7% | 75.0%-52.3pp | 69.5%-46.8pp | 81.2%-58.5pp |
| Annual return | -16.55% | -2.71%-13.8pp | 0.15%-16.7pp | 418.27%-434.8pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,179 | $4,693-32.3% | $3,985-20.2% | $6,401-50.3% |
| Admin fee / account holder | $32,348 | $9,132+254.2% | $6,835+373.3% | $11,429+183.0% |