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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 | $12,140 | $92,743-86.9% | $82,744-85.3% | $134,532-91.0% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -19.18% | 946.63%-965.8pp | 702.22%-721.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $961 | $4,802-80.0% | $4,395-78.1% | $6,401-85.0% |
| Admin fee / account holder | $1,581 | $5,977-73.5% | $5,325-70.3% | $11,429-86.2% |