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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 | $19,935 | $93,117-78.6% | $77,096-74.1% | $134,532-85.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -17.06% | 62.67%-79.7pp | 42.35%-59.4pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,538 | $5,241-70.7% | $4,429-65.3% | $6,401-76.0% |
| Admin fee / account holder | $1,031 | $6,948-85.2% | $5,428-81.0% | $11,429-91.0% |