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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 | $27,195 | $75,962-64.2% | $154,108-82.4% | $64,173-57.6% |
| Participation rate | 22.5% | 70.4%-47.9pp | 83.0%-60.5pp | 69.6%-47.1pp |
| Annual return | -4.65% | 30.32%-35.0pp | 735.21%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,701 | $3,175-46.4% | $5,081-66.5% | $3,470-51.0% |
| Admin fee / account holder | $13,784 | $5,589+146.6% | $13,411+2.8% | $4,887+182.0% |