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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 | $13,661 | $92,684-85.3% | $82,706-83.5% | $134,509-89.8% |
| Participation rate | 31.6% | 75.2%-43.6pp | 72.6%-41.0pp | 81.2%-49.6pp |
| Annual return | -20.39% | 945.84%-966.2pp | 701.76%-722.2pp | 418.13%-438.5pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,169 | $4,800-75.6% | $4,394-73.4% | $6,400-81.7% |
| Admin fee / account holder | $388 | $5,982-93.5% | $5,329-92.7% | $11,427-96.6% |