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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 | $12,991 | $47,977-72.9% | $154,111-91.6% | $56,287-76.9% |
| Participation rate | 45.5% | 66.2%-20.7pp | 83.0%-37.6pp | 69.9%-24.4pp |
| Annual return | -3.60% | 3.54%-7.1pp | 735.18%-738.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,844 | $2,392-22.9% | $5,081-63.7% | $3,350-44.9% |
| Admin fee / account holder | $1,268 | $438+189.4% | $13,411-90.5% | $521+143.5% |