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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 | $24,641 | $84,551-70.9% | $61,452-59.9% | $134,532-81.7% |
| Participation rate | 16.7% | 62.2%-45.5pp | 52.6%-35.9pp | 81.2%-64.6pp |
| Annual return | -19.10% | 585.39%-604.5pp | 338.96%-358.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $800 | $2,818-71.6% | $2,125-62.3% | $6,401-87.5% |
| Admin fee / account holder | $358 | $2,587-86.2% | $2,131-83.2% | $11,429-96.9% |