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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 | $16,257 | $75,962-78.6% | $154,108-89.5% | $64,173-74.7% |
| Participation rate | 51.4% | 70.4%-19.1pp | 83.0%-31.7pp | 69.6%-18.2pp |
| Annual return | -4.22% | 30.32%-34.5pp | 735.21%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,031 | $3,175-67.5% | $5,081-79.7% | $3,470-70.3% |
| Admin fee / account holder | $4,417 | $5,589-21.0% | $13,411-67.1% | $4,887-9.6% |