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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 | $13,679 | $152,597-91.0% | $117,533-88.4% | $134,532-89.8% |
| Participation rate | 42.9% | 77.1%-34.3pp | 70.6%-27.7pp | 81.2%-38.4pp |
| Annual return | -19.38% | 53.04%-72.4pp | 29.77%-49.2pp | 418.27%-437.6pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,930 | $4,821+23.0% | $4,072+45.6% | $6,401-7.4% |
| Admin fee / account holder | $688 | $7,007-90.2% | $5,647-87.8% | $11,429-94.0% |