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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 | $42,624 | $90,607-53.0% | $79,467-46.4% | $135,380-68.5% |
| Participation rate | 63.2% | 76.0%-12.9pp | 73.3%-10.2pp | 82.6%-19.5pp |
| Annual return | -7.53% | 977.74%-985.3pp | 718.30%-725.8pp | 519.81%-527.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,989 | $4,050-50.9% | $3,704-46.3% | $5,609-64.5% |
| Admin fee / account holder | $3,569 | $5,895-39.4% | $5,104-30.1% | $10,828-67.0% |