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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 | $10,151 | $84,464-88.0% | $61,399-83.5% | $134,509-92.5% |
| Participation rate | 40.0% | 62.2%-22.2pp | 52.6%-12.6pp | 81.2%-41.2pp |
| Annual return | -12.10% | 585.06%-597.2pp | 338.81%-350.9pp | 418.13%-430.2pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,203 | $2,818-21.8% | $2,124+3.7% | $6,400-65.6% |
| Admin fee / account holder | $805 | $2,587-68.9% | $2,131-62.2% | $11,427-93.0% |