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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 | $23,950 | $90,607-73.6% | $79,467-69.9% | $135,380-82.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -5.29% | 977.74%-983.0pp | 718.30%-723.6pp | 519.81%-525.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $856 | $4,050-78.9% | $3,704-76.9% | $5,609-84.7% |
| Admin fee / account holder | $4,389 | $5,895-25.6% | $5,104-14.0% | $10,828-59.5% |