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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 | $26,622 | $95,979-72.3% | $74,551-64.3% | $135,380-80.3% |
| Participation rate | 64.7% | 75.7%-10.9pp | 69.1%-4.4pp | 82.6%-17.9pp |
| Annual return | -8.55% | 56.97%-65.5pp | 32.53%-41.1pp | 519.81%-528.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,262 | $3,844-41.1% | $3,108-27.2% | $5,609-59.7% |
| Admin fee / account holder | $497 | $6,522-92.4% | $5,059-90.2% | $10,828-95.4% |