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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 | $21,751 | $190,862-88.6% | $159,991-86.4% | $134,509-83.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -15.83% | 552.59%-568.4pp | 408.82%-424.6pp | 418.13%-434.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,628 | $6,924-47.6% | $6,183-41.3% | $6,400-43.3% |
| Admin fee / account holder | $1,369 | $10,495-87.0% | $8,715-84.3% | $11,427-88.0% |