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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 | $23,871 | $92,743-74.3% | $82,744-71.2% | $134,532-82.3% |
| Participation rate | 22.7% | 75.2%-52.5pp | 72.6%-49.8pp | 81.2%-58.5pp |
| Annual return | -19.48% | 946.63%-966.1pp | 702.22%-721.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,322 | $4,802-51.6% | $4,395-47.2% | $6,401-63.7% |
| Admin fee / account holder | $6,370 | $5,977+6.6% | $5,325+19.6% | $11,429-44.3% |