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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 | $21,907 | $211,946-89.7% | $169,452-87.1% | $135,382-83.8% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -5.45% | 3.26%-8.7pp | 1.83%-7.3pp | 519.77%-525.2pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,628 | $6,075-7.4% | $5,277+6.7% | $5,609+0.3% |
| Admin fee / account holder | $1,558 | $11,472-86.4% | $9,110-82.9% | $10,829-85.6% |