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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 | $35,931 | $92,684-61.2% | $82,706-56.6% | $134,509-73.3% |
| Participation rate | 34.8% | 75.2%-40.4pp | 72.6%-37.8pp | 81.2%-46.4pp |
| Annual return | -17.73% | 945.84%-963.6pp | 701.76%-719.5pp | 418.13%-435.9pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,552 | $4,800-67.7% | $4,394-64.7% | $6,400-75.8% |
| Admin fee / account holder | $537 | $5,982-91.0% | $5,329-89.9% | $11,427-95.3% |