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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 | $47,335 | $84,464-44.0% | $61,399-22.9% | $134,509-64.8% |
| Participation rate | 30.4% | 62.2%-31.8pp | 52.6%-22.1pp | 81.2%-50.8pp |
| Annual return | -13.41% | 585.06%-598.5pp | 338.81%-352.2pp | 418.13%-431.5pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $830 | $2,818-70.6% | $2,124-60.9% | $6,400-87.0% |
| Admin fee / account holder | $26,933 | $2,587+940.9% | $2,131+1164.0% | $11,427+135.7% |