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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 | $25,614 | $90,607-71.7% | $79,467-67.8% | $135,380-81.1% |
| Participation rate | 28.6% | 76.0%-47.5pp | 73.3%-44.8pp | 82.6%-54.1pp |
| Annual return | -8.05% | 977.74%-985.8pp | 718.30%-726.4pp | 519.81%-527.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $935 | $4,050-76.9% | $3,704-74.8% | $5,609-83.3% |
| Admin fee / account holder | $2,583 | $5,895-56.2% | $5,104-49.4% | $10,828-76.1% |