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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 | $32,690 | $92,743-64.8% | $82,744-60.5% | $134,532-75.7% |
| Participation rate | 26.7% | 75.2%-48.5pp | 72.6%-45.9pp | 81.2%-54.6pp |
| Annual return | -14.54% | 946.63%-961.2pp | 702.22%-716.8pp | 418.27%-432.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,767 | $4,802-63.2% | $4,395-59.8% | $6,401-72.4% |
| Admin fee / account holder | $446 | $5,977-92.5% | $5,325-91.6% | $11,429-96.1% |