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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 | $37,366 | $90,606-58.8% | $79,466-53.0% | $135,379-72.4% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -7.47% | 977.69%-985.2pp | 718.28%-725.8pp | 519.79%-527.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,695 | $4,050-33.5% | $3,704-27.2% | $5,609-51.9% |
| Admin fee / account holder | $341 | $5,895-94.2% | $5,104-93.3% | $10,828-96.8% |