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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 | $19,396 | $78,694-75.4% | $67,652-71.3% | $125,389-84.5% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -3.10% | 9.46%-12.6pp | 6625.40%-6628.5pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,621 | $4,292-15.6% | $3,560+1.7% | $5,352-32.3% |
| Admin fee / account holder | $4,934 | $7,403-33.4% | $4,821+2.3% | $9,541-48.3% |