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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 | $14,659 | $92,766-84.2% | $82,763-82.3% | $134,545-89.1% |
| Participation rate | 53.3% | 75.2%-21.9pp | 72.6%-19.2pp | 81.2%-27.9pp |
| Annual return | -17.04% | 946.97%-964.0pp | 702.45%-719.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $274 | $3,273-91.6% | $3,008-90.9% | $4,742-94.2% |
| Participant deferral / active EE | $1,349 | $4,802-71.9% | $4,395-69.3% | $6,401-78.9% |
| Admin fee / account holder | $1,249 | $5,978-79.1% | $5,325-76.5% | $11,431-89.1% |