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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 | $24,575 | $75,962-67.6% | $154,111-84.1% | $64,173-61.7% |
| Participation rate | 28.0% | 70.4%-42.4pp | 83.0%-55.0pp | 69.6%-41.6pp |
| Annual return | -5.12% | 30.32%-35.4pp | 735.18%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,220 | $3,175-61.6% | $5,081-76.0% | $3,470-64.8% |
| Admin fee / account holder | $1,169 | $5,589-79.1% | $13,411-91.3% | $4,887-76.1% |