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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 | $17,776 | $106,557-83.3% | $91,227-80.5% | $134,545-86.8% |
| Participation rate | 58.3% | 76.8%-18.5pp | 73.2%-14.9pp | 81.2%-22.9pp |
| Annual return | -20.49% | 160.81%-181.3pp | 114.14%-134.6pp | 418.37%-438.9pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,189 | $4,719+52.3% | $4,234+69.8% | $6,401+12.3% |
| Admin fee / account holder | $5,046 | $6,235-19.1% | $5,423-6.9% | $11,431-55.9% |