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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 | $15,533 | $69,541-77.7% | $59,899-74.1% | $135,380-88.5% |
| Participation rate | 18.2% | 77.8%-59.6pp | 74.7%-56.5pp | 82.6%-64.5pp |
| Annual return | -1.50% | 7.95%-9.4pp | 3.46%-5.0pp | 519.81%-521.3pp |
| Employer contribution / active EE | $36 | $3,236-98.9% | $2,723-98.7% | $4,779-99.2% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $583 | $5,737-89.8% | $3,592-83.8% | $10,828-94.6% |