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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 | $48,935 | $92,774-47.3% | $82,768-40.9% | $134,554-63.6% |
| Participation rate | 65.0% | 75.2%-10.2pp | 72.6%-7.6pp | 81.2%-16.2pp |
| Annual return | -14.95% | 947.38%-962.3pp | 702.70%-717.7pp | 418.46%-433.4pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,541 | $4,802+57.0% | $4,395+71.6% | $6,401+17.8% |
| Admin fee / account holder | $329 | $5,979-94.5% | $5,326-93.8% | $11,430-97.1% |