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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 | $9,927 | $92,743-89.3% | $82,744-88.0% | $134,532-92.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -19.33% | 946.63%-966.0pp | 702.22%-721.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,685 | $4,802-23.3% | $4,395-16.2% | $6,401-42.4% |
| Admin fee / account holder | $382 | $5,977-93.6% | $5,325-92.8% | $11,429-96.7% |