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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 | $35,309 | $93,124-62.1% | $77,100-54.2% | $134,545-73.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -19.59% | 62.68%-82.3pp | 42.35%-61.9pp | 418.37%-438.0pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,450 | $5,242-72.3% | $4,430-67.3% | $6,401-77.3% |
| Admin fee / account holder | $2,379 | $6,970-65.9% | $5,443-56.3% | $11,431-79.2% |