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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 | $5,312 | $84,551-93.7% | $61,452-91.4% | $134,532-96.1% |
| Participation rate | 63.6% | 62.2%+1.4pp | 52.6%+11.1pp | 81.2%-17.6pp |
| Annual return | -10.92% | 585.39%-596.3pp | 338.96%-349.9pp | 418.27%-429.2pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $965 | $2,818-65.8% | $2,125-54.6% | $6,401-84.9% |
| Admin fee / account holder | $1,156 | $2,587-55.3% | $2,131-45.8% | $11,429-89.9% |