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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 | $20,931 | $95,979-78.2% | $74,551-71.9% | $135,380-84.5% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -5.01% | 56.97%-62.0pp | 32.53%-37.5pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,456 | $3,844-62.1% | $3,108-53.1% | $5,609-74.0% |
| Admin fee / account holder | $5,751 | $6,522-11.8% | $5,059+13.7% | $10,828-46.9% |