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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 | $8,254 | $67,396-87.8% | $60,919-86.5% | $134,545-93.9% |
| Participation rate | 27.3% | 76.2%-48.9pp | 73.1%-45.8pp | 81.2%-54.0pp |
| Annual return | -15.07% | 50.12%-65.2pp | 16.96%-32.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $986 | $4,534-78.3% | $3,814-74.2% | $6,401-84.6% |
| Admin fee / account holder | $1,921 | $4,590-58.1% | $3,228-40.5% | $11,431-83.2% |