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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 | $28,027 | $75,959-63.1% | $154,114-81.8% | $64,181-56.3% |
| Participation rate | 69.2% | 70.4%-1.2pp | 83.0%-13.8pp | 69.6%-0.3pp |
| Annual return | -4.99% | 30.32%-35.3pp | 735.16%-740.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,708 | $3,175-46.2% | $5,081-66.4% | $3,470-50.8% |
| Admin fee / account holder | $11,326 | $5,589+102.7% | $13,411-15.5% | $4,887+131.7% |