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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 | $39,632 | $90,617-56.3% | $79,476-50.1% | $135,382-70.7% |
| Participation rate | 42.9% | 76.1%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -7.55% | 977.57%-985.1pp | 718.21%-725.8pp | 519.77%-527.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,486 | $4,050+10.7% | $3,704+21.1% | $5,609-20.0% |
| Admin fee / account holder | $2,824 | $5,907-52.2% | $5,113-44.8% | $10,829-73.9% |