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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 | $70,110 | $90,607-22.6% | $79,467-11.8% | $135,380-48.2% |
| Participation rate | 38.1% | 76.0%-38.0pp | 73.3%-35.3pp | 82.6%-44.5pp |
| Annual return | -8.24% | 977.74%-986.0pp | 718.30%-726.5pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,611 | $4,050-60.2% | $3,704-56.5% | $5,609-71.3% |
| Admin fee / account holder | $1,878 | $5,895-68.1% | $5,104-63.2% | $10,828-82.7% |