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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 | $25,124 | $101,283-75.2% | $75,826-66.9% | $135,379-81.4% |
| Participation rate | 44.4% | 72.7%-28.3pp | 68.2%-23.8pp | 82.6%-38.2pp |
| Annual return | -3.29% | 3384.62%-3387.9pp | 1914.15%-1917.4pp | 519.79%-523.1pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $306 | $3,469-91.2% | $2,862-89.3% | $5,609-94.5% |
| Admin fee / account holder | $10,420 | $6,539+59.4% | $4,726+120.5% | $10,828-3.8% |