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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 | $21,012 | $90,607-76.8% | $79,467-73.6% | $135,380-84.5% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -0.49% | 977.74%-978.2pp | 718.30%-718.8pp | 519.81%-520.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,138 | $4,050-47.2% | $3,704-42.3% | $5,609-61.9% |
| Admin fee / account holder | $6,405 | $5,895+8.6% | $5,104+25.5% | $10,828-40.9% |