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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 | $26,821 | $92,743-71.1% | $82,744-67.6% | $134,532-80.1% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -14.50% | 946.63%-961.1pp | 702.22%-716.7pp | 418.27%-432.8pp |
| Employer contribution / active EE | $129 | $3,273-96.1% | $3,008-95.7% | $4,741-97.3% |
| Participant deferral / active EE | $3,386 | $4,802-29.5% | $4,395-22.9% | $6,401-47.1% |
| Admin fee / account holder | $23,959 | $5,977+300.8% | $5,325+350.0% | $11,429+109.6% |