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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 | $19,894 | $129,959-84.7% | $104,301-80.9% | $134,532-85.2% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -17.37% | 42.04%-59.4pp | 24.61%-42.0pp | 418.27%-435.6pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,348 | $5,589+120.9% | $4,626+166.9% | $6,401+92.9% |
| Admin fee / account holder | $41,774 | $9,325+348.0% | $7,340+469.1% | $11,429+265.5% |