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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 | $45,419 | $75,962-40.2% | $154,108-70.5% | $64,173-29.2% |
| Participation rate | 65.6% | 70.4%-4.8pp | 83.0%-17.4pp | 69.6%-3.9pp |
| Annual return | -3.32% | 30.32%-33.6pp | 735.21%-738.5pp | 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 | $3,325 | $3,175+4.7% | $5,081-34.6% | $3,470-4.2% |
| Admin fee / account holder | $16,146 | $5,589+188.9% | $13,411+20.4% | $4,887+230.4% |