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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 | $5,375 | $27,632-80.5% | $61,452-91.3% | $68,486-92.2% |
| Participation rate | 45.7% | 39.5%+6.1pp | 52.6%-6.9pp | 67.9%-22.2pp |
| Annual return | -19.23% | -13.24%-6.0pp | 338.96%-358.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $61 | $696-91.3% | $1,160-94.8% | $2,597-97.7% |
| Participant deferral / active EE | $1,147 | $1,264-9.2% | $2,125-46.0% | $4,028-71.5% |
| Admin fee / account holder | $679 | $2,010-66.2% | $2,131-68.1% | $5,404-87.4% |