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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 | $25,596 | $75,959-66.3% | $154,114-83.4% | $64,181-60.1% |
| Participation rate | 43.8% | 70.4%-26.7pp | 83.0%-39.3pp | 69.6%-25.8pp |
| Annual return | -7.27% | 30.32%-37.6pp | 735.16%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,644 | $3,175-48.2% | $5,081-67.7% | $3,470-52.6% |
| Admin fee / account holder | $18,397 | $5,589+229.2% | $13,411+37.2% | $4,887+276.4% |