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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 | $44,646 | $90,607-50.7% | $79,467-43.8% | $135,380-67.0% |
| Participation rate | 30.0% | 76.0%-46.0pp | 73.3%-43.3pp | 82.6%-52.6pp |
| Annual return | -7.35% | 977.74%-985.1pp | 718.30%-725.7pp | 519.81%-527.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,536 | $4,050-12.7% | $3,704-4.5% | $5,609-37.0% |
| Admin fee / account holder | $1,920 | $5,895-67.4% | $5,104-62.4% | $10,828-82.3% |