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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 | $27,518 | $101,283-72.8% | $75,826-63.7% | $135,382-79.7% |
| Participation rate | 38.1% | 72.7%-34.6pp | 68.2%-30.1pp | 82.6%-44.5pp |
| Annual return | -5.91% | 3384.62%-3390.5pp | 1914.15%-1920.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,112 | $3,469-39.1% | $2,862-26.2% | $5,609-62.3% |
| Admin fee / account holder | $2,284 | $6,539-65.1% | $4,726-51.7% | $10,829-78.9% |