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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 | $92,743-47.2% | $82,744-40.9% | $134,532-63.6% |
| Participation rate | 65.0% | 75.2%-10.2pp | 72.6%-7.6pp | 81.2%-16.2pp |
| Annual return | -14.95% | 946.63%-961.6pp | 702.22%-717.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,541 | $4,802+57.0% | $4,395+71.6% | $6,401+17.8% |
| Admin fee / account holder | $329 | $5,977-94.5% | $5,325-93.8% | $11,429-97.1% |