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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 | $10,657 | $152,597-93.0% | $117,533-90.9% | $134,532-92.1% |
| Participation rate | 12.5% | 77.1%-64.6pp | 70.6%-58.1pp | 81.2%-68.7pp |
| Annual return | -10.69% | 53.04%-63.7pp | 29.77%-40.5pp | 418.27%-429.0pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $541 | $4,821-88.8% | $4,072-86.7% | $6,401-91.5% |
| Admin fee / account holder | $4,696 | $7,007-33.0% | $5,647-16.8% | $11,429-58.9% |