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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 | $41,816 | $75,962-45.0% | $154,111-72.9% | $64,173-34.8% |
| Participation rate | 20.6% | 70.4%-49.8pp | 83.0%-62.4pp | 69.6%-49.0pp |
| Annual return | -6.64% | 30.32%-37.0pp | 735.18%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,652 | $3,175-48.0% | $5,081-67.5% | $3,470-52.4% |
| Admin fee / account holder | $417 | $5,589-92.5% | $13,411-96.9% | $4,887-91.5% |