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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 | $46,256 | $92,743-50.1% | $82,744-44.1% | $134,532-65.6% |
| Participation rate | 65.0% | 75.2%-10.2pp | 72.6%-7.6pp | 81.2%-16.2pp |
| Annual return | -15.86% | 946.63%-962.5pp | 702.22%-718.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,187 | $4,802-75.3% | $4,395-73.0% | $6,401-81.5% |
| Admin fee / account holder | $470 | $5,977-92.1% | $5,325-91.2% | $11,429-95.9% |