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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 | $26,544 | $75,962-65.1% | $154,108-82.8% | $64,173-58.6% |
| Participation rate | 32.3% | 70.4%-38.2pp | 83.0%-50.8pp | 69.6%-37.3pp |
| Annual return | -4.58% | 30.32%-34.9pp | 735.21%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,474 | $3,175-53.6% | $5,081-71.0% | $3,470-57.5% |
| Admin fee / account holder | $819 | $5,589-85.3% | $13,411-93.9% | $4,887-83.2% |