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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 | $21,089 | $197,819-89.3% | $155,789-86.5% | $125,389-83.2% |
| Participation rate | 62.5% | 82.1%-19.6pp | 76.1%-13.6pp | 83.2%-20.7pp |
| Annual return | -0.55% | 86.73%-87.3pp | 71.54%-72.1pp | 282.24%-282.8pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $954 | $5,631-83.1% | $4,798-80.1% | $5,352-82.2% |
| Admin fee / account holder | $3,428 | $9,544-64.1% | $7,477-54.2% | $9,541-64.1% |