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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 | $19,328 | $90,607-78.7% | $79,467-75.7% | $135,380-85.7% |
| Participation rate | 53.8% | 76.0%-22.2pp | 73.3%-19.5pp | 82.6%-28.8pp |
| Annual return | -5.59% | 977.74%-983.3pp | 718.30%-723.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,323 | $4,050-42.7% | $3,704-37.3% | $5,609-58.6% |
| Admin fee / account holder | $5,237 | $5,895-11.2% | $5,104+2.6% | $10,828-51.6% |