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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 | $43,478 | $95,975-54.7% | $74,549-41.7% | $135,379-67.9% |
| Participation rate | 64.7% | 75.7%-10.9pp | 69.1%-4.4pp | 82.6%-17.9pp |
| Annual return | -5.81% | 56.96%-62.8pp | 32.53%-38.3pp | 519.79%-525.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,805 | $3,844-53.0% | $3,108-41.9% | $5,609-67.8% |
| Admin fee / account holder | $6,581 | $6,522+0.9% | $5,059+30.1% | $10,828-39.2% |