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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 | $15,151 | $152,597-90.1% | $117,533-87.1% | $134,532-88.7% |
| Participation rate | 28.6% | 77.1%-48.5pp | 70.6%-42.0pp | 81.2%-52.7pp |
| Annual return | -20.07% | 53.04%-73.1pp | 29.77%-49.8pp | 418.27%-438.3pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,841 | $4,821-61.8% | $4,072-54.8% | $6,401-71.2% |
| Admin fee / account holder | $34,646 | $7,007+394.5% | $5,647+513.5% | $11,429+203.2% |