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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 | $28,808 | $92,743-68.9% | $82,744-65.2% | $134,532-78.6% |
| Participation rate | 35.7% | 75.2%-39.5pp | 72.6%-36.8pp | 81.2%-45.5pp |
| Annual return | -15.02% | 946.63%-961.6pp | 702.22%-717.2pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,356 | $4,802-71.8% | $4,395-69.1% | $6,401-78.8% |
| Admin fee / account holder | $3,265 | $5,977-45.4% | $5,325-38.7% | $11,429-71.4% |