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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 | $28,527 | $84,499-66.2% | $125,391-77.2% | $66,949-57.4% |
| Participation rate | 60.9% | 76.4%-15.6pp | 82.4%-21.5pp | 69.8%-9.0pp |
| Annual return | -15.62% | -8.49%-7.1pp | 572.41%-588.0pp | 1.57%-17.2pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,436 | $6,785-49.4% | $7,448-53.9% | $4,239-18.9% |
| Admin fee / account holder | $2,210 | $685+222.6% | $10,009-77.9% | $594+272.3% |