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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 | $31,857 | $95,975-66.8% | $74,552-57.3% | $135,382-76.5% |
| Participation rate | 46.2% | 75.7%-29.5pp | 69.1%-23.0pp | 82.6%-36.5pp |
| Annual return | -6.30% | 56.96%-63.3pp | 32.53%-38.8pp | 519.77%-526.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $864 | $3,844-77.5% | $3,108-72.2% | $5,609-84.6% |
| Admin fee / account holder | $950 | $6,522-85.4% | $5,060-81.2% | $10,829-91.2% |