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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 | $33,266 | $92,743-64.1% | $82,744-59.8% | $134,532-75.3% |
| Participation rate | 40.9% | 75.2%-34.3pp | 72.6%-31.7pp | 81.2%-40.3pp |
| Annual return | -18.86% | 946.63%-965.5pp | 702.22%-721.1pp | 418.27%-437.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,042 | $4,802-36.7% | $4,395-30.8% | $6,401-52.5% |
| Admin fee / account holder | $585 | $5,977-90.2% | $5,325-89.0% | $11,429-94.9% |