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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 | $25,124 | $100,805-75.1% | $86,698-71.0% | $134,532-81.3% |
| Participation rate | 14.3% | 79.0%-64.7pp | 76.6%-62.3pp | 81.2%-66.9pp |
| Annual return | -17.77% | 29.09%-46.9pp | 35.95%-53.7pp | 418.27%-436.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,203 | $5,339-40.0% | $4,656-31.2% | $6,401-50.0% |
| Admin fee / account holder | $40,737 | $10,925+272.9% | $7,493+443.7% | $11,429+256.4% |