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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 | $13,294 | $93,124-85.7% | $77,100-82.8% | $134,545-90.1% |
| Participation rate | 45.8% | 74.5%-28.7pp | 67.9%-22.1pp | 81.2%-35.4pp |
| Annual return | -19.49% | 62.68%-82.2pp | 42.35%-61.8pp | 418.37%-437.9pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,012 | $5,242-23.5% | $4,430-9.4% | $6,401-37.3% |
| Admin fee / account holder | $14,395 | $6,970+106.5% | $5,443+164.5% | $11,431+25.9% |