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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 | $24,034 | $95,915-74.9% | $79,580-69.8% | $134,532-82.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -13.52% | -2.71%-10.8pp | 0.15%-13.7pp | 418.27%-431.8pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,726 | $4,693+128.5% | $3,985+169.1% | $6,401+67.6% |
| Admin fee / account holder | $12,828 | $9,132+40.5% | $6,835+87.7% | $11,429+12.2% |