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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 | $25,029 | $75,962-67.1% | $154,111-83.8% | $64,173-61.0% |
| Participation rate | 44.8% | 70.4%-25.6pp | 83.0%-38.2pp | 69.6%-24.7pp |
| Annual return | -3.38% | 30.32%-33.7pp | 735.18%-738.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,069 | $3,175-34.8% | $5,081-59.3% | $3,470-40.4% |
| Admin fee / account holder | $3,668 | $5,589-34.4% | $13,411-72.7% | $4,887-25.0% |