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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 | $73,004 | $75,962-3.9% | $154,111-52.6% | $64,173+13.8% |
| Participation rate | 26.5% | 70.4%-43.9pp | 83.0%-56.5pp | 69.6%-43.0pp |
| Annual return | -3.65% | 30.32%-34.0pp | 735.18%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,685 | $3,175-46.9% | $5,081-66.8% | $3,470-51.4% |
| Admin fee / account holder | $1,975 | $5,589-64.7% | $13,411-85.3% | $4,887-59.6% |