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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 | $6,892 | $32,117-78.5% | $71,089-90.3% | $64,173-89.3% |
| Participation rate | 30.8% | 42.7%-11.9pp | 54.6%-23.9pp | 69.6%-38.8pp |
| Annual return | -6.26% | -5.57%-0.7pp | 650.65%-656.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $65 | $712-90.9% | $1,088-94.0% | $2,381-97.3% |
| Participant deferral / active EE | $469 | $1,263-62.9% | $1,873-75.0% | $3,470-86.5% |
| Admin fee / account holder | $834 | $2,759-69.8% | $3,082-72.9% | $4,887-82.9% |