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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 | $39,356 | $92,684-57.5% | $82,706-52.4% | $134,509-70.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -19.43% | 945.84%-965.3pp | 701.76%-721.2pp | 418.13%-437.6pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,378 | $4,800-29.6% | $4,394-23.1% | $6,400-47.2% |
| Admin fee / account holder | $735 | $5,982-87.7% | $5,329-86.2% | $11,427-93.6% |