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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 | $17,105 | $67,372-74.6% | $60,906-71.9% | $134,532-87.3% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.1%-28.7pp | 81.2%-36.8pp |
| Annual return | -19.52% | 50.05%-69.6pp | 16.94%-36.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,990 | $4,532-34.0% | $3,814-21.6% | $6,401-53.3% |
| Admin fee / account holder | $379 | $4,588-91.7% | $3,227-88.3% | $11,429-96.7% |