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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 | $27,078 | $105,867-74.4% | $90,760-70.2% | $134,532-79.9% |
| Participation rate | 41.7% | 78.3%-36.6pp | 75.7%-34.0pp | 81.2%-39.6pp |
| Annual return | 91.70% | -10.99%+102.7pp | -12.16%+103.9pp | 418.27%-326.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,013 | $5,217+53.6% | $4,565+75.5% | $6,401+25.2% |
| Admin fee / account holder | $2,093 | $13,936-85.0% | $8,444-75.2% | $11,429-81.7% |