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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 | $21,409 | $93,098-77.0% | $77,081-72.2% | $134,509-84.1% |
| Participation rate | 36.4% | 74.5%-38.1pp | 67.9%-31.6pp | 81.2%-44.9pp |
| Annual return | -16.15% | 62.63%-78.8pp | 42.33%-58.5pp | 418.13%-434.3pp |
| Employer contribution / active EE | $38 | $3,419-98.9% | $2,813-98.7% | $4,741-99.2% |
| Participant deferral / active EE | $2,781 | $5,239-46.9% | $4,428-37.2% | $6,400-56.5% |
| Admin fee / account holder | $4,573 | $6,945-34.2% | $5,427-15.7% | $11,427-60.0% |