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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 | $31,312 | $92,766-66.2% | $82,763-62.2% | $134,545-76.7% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -16.93% | 946.97%-963.9pp | 702.45%-719.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,970 | $4,802-38.2% | $4,395-32.4% | $6,401-53.6% |
| Admin fee / account holder | $1,006 | $5,978-83.2% | $5,325-81.1% | $11,431-91.2% |