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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 | $16,606 | $75,962-78.1% | $154,111-89.2% | $64,173-74.1% |
| Participation rate | 32.5% | 70.4%-37.9pp | 83.0%-50.6pp | 69.6%-37.1pp |
| Annual return | -4.92% | 30.32%-35.2pp | 735.18%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,772 | $3,175-44.2% | $5,081-65.1% | $3,470-48.9% |
| Admin fee / account holder | $4,297 | $5,589-23.1% | $13,411-68.0% | $4,887-12.1% |