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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 | $34,954 | $92,766-62.3% | $82,763-57.8% | $134,545-74.0% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -20.57% | 946.97%-967.5pp | 702.45%-723.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,429 | $4,802+33.9% | $4,395+46.3% | $6,401+0.4% |
| Admin fee / account holder | $1,497 | $5,978-75.0% | $5,325-71.9% | $11,431-86.9% |