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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 | $22,986 | $152,597-84.9% | $117,533-80.4% | $134,532-82.9% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -17.70% | 53.04%-70.7pp | 29.77%-47.5pp | 418.27%-436.0pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $982 | $4,821-79.6% | $4,072-75.9% | $6,401-84.7% |
| Admin fee / account holder | $13,343 | $7,007+90.4% | $5,647+136.3% | $11,429+16.8% |