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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 | $12,602 | $49,177-74.4% | $79,476-84.1% | $64,181-80.4% |
| Participation rate | 27.1% | 65.0%-37.9pp | 73.3%-46.3pp | 69.6%-42.5pp |
| Annual return | -7.24% | -1.16%-6.1pp | 718.21%-725.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,010 | $2,821-64.2% | $3,704-72.7% | $3,470-70.9% |
| Admin fee / account holder | $2,205 | $3,839-42.5% | $5,113-56.9% | $4,887-54.9% |