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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 | $52,621 | $92,743-43.3% | $82,744-36.4% | $134,532-60.9% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -16.34% | 946.63%-963.0pp | 702.22%-718.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,199 | $4,802-33.4% | $4,395-27.2% | $6,401-50.0% |
| Admin fee / account holder | $538 | $5,977-91.0% | $5,325-89.9% | $11,429-95.3% |