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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 | $26,059 | $92,684-71.9% | $82,706-68.5% | $134,509-80.6% |
| Participation rate | 65.0% | 75.2%-10.2pp | 72.6%-7.6pp | 81.2%-16.2pp |
| Annual return | -15.70% | 945.84%-961.5pp | 701.76%-717.5pp | 418.13%-433.8pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,517 | $4,800-47.6% | $4,394-42.7% | $6,400-60.7% |
| Admin fee / account holder | $4,605 | $5,982-23.0% | $5,329-13.6% | $11,427-59.7% |