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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 | $21,308 | $152,591-86.0% | $117,529-81.9% | $134,545-84.2% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -18.57% | 53.04%-71.6pp | 29.77%-48.3pp | 418.37%-436.9pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,857 | $4,821-20.0% | $4,072-5.3% | $6,401-39.7% |
| Admin fee / account holder | $878 | $7,004-87.5% | $5,645-84.4% | $11,431-92.3% |