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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 | $43,530 | $95,975-54.6% | $74,549-41.6% | $135,379-67.8% |
| Participation rate | 69.2% | 75.7%-6.4pp | 69.1%+0.1pp | 82.6%-13.4pp |
| Annual return | -1.97% | 56.96%-58.9pp | 32.53%-34.5pp | 519.79%-521.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $877 | $3,844-77.2% | $3,108-71.8% | $5,609-84.4% |
| Admin fee / account holder | $25,142 | $6,522+285.5% | $5,059+397.0% | $10,828+132.2% |