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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 | $30,042 | $90,617-66.8% | $79,476-62.2% | $135,382-77.8% |
| Participation rate | 20.0% | 76.1%-56.1pp | 73.3%-53.3pp | 82.6%-62.6pp |
| Annual return | -3.00% | 977.57%-980.6pp | 718.21%-721.2pp | 519.77%-522.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $891 | $4,050-78.0% | $3,704-75.9% | $5,609-84.1% |
| Admin fee / account holder | $18,526 | $5,907+213.6% | $5,113+262.3% | $10,829+71.1% |