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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 | $11,596 | $92,684-87.5% | $82,706-86.0% | $134,509-91.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.60% | 945.84%-963.4pp | 701.76%-719.4pp | 418.13%-435.7pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,751 | $4,800-42.7% | $4,394-37.4% | $6,400-57.0% |
| Admin fee / account holder | $2,434 | $5,982-59.3% | $5,329-54.3% | $11,427-78.7% |