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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 | $48,326 | $92,743-47.9% | $82,744-41.6% | $134,532-64.1% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.6%-14.2pp | 81.2%-22.9pp |
| Annual return | -15.69% | 946.63%-962.3pp | 702.22%-717.9pp | 418.27%-434.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,975 | $4,802-17.2% | $4,395-9.6% | $6,401-37.9% |
| Admin fee / account holder | $612 | $5,977-89.8% | $5,325-88.5% | $11,429-94.6% |