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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 | $8,158 | $67,396-87.9% | $60,919-86.6% | $134,545-93.9% |
| Participation rate | 9.1% | 76.2%-67.1pp | 73.1%-64.0pp | 81.2%-72.1pp |
| Annual return | -16.48% | 50.12%-66.6pp | 16.96%-33.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $368 | $3,101-88.1% | $2,704-86.4% | $4,742-92.2% |
| Participant deferral / active EE | $1,423 | $4,534-68.6% | $3,814-62.7% | $6,401-77.8% |
| Admin fee / account holder | $2,277 | $4,590-50.4% | $3,228-29.4% | $11,431-80.1% |