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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 | $21,781 | $100,811-78.4% | $86,698-74.9% | $134,545-83.8% |
| Participation rate | 40.0% | 79.0%-39.0pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -19.81% | 29.11%-48.9pp | 35.96%-55.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,791 | $5,339-47.7% | $4,656-40.1% | $6,401-56.4% |
| Admin fee / account holder | $11,704 | $10,926+7.1% | $7,492+56.2% | $11,431+2.4% |