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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 | $25,308 | $92,766-72.7% | $82,763-69.4% | $134,545-81.2% |
| Participation rate | 35.0% | 75.2%-40.2pp | 72.6%-37.6pp | 81.2%-46.2pp |
| Annual return | -18.88% | 946.97%-965.9pp | 702.45%-721.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,418 | $4,802-28.8% | $4,395-22.2% | $6,401-46.6% |
| Admin fee / account holder | $2,177 | $5,978-63.6% | $5,325-59.1% | $11,431-81.0% |