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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 | $15,893 | $90,320-82.4% | $59,496-73.3% | $125,389-87.3% |
| Participation rate | 47.4% | 68.3%-20.9pp | 54.6%-7.2pp | 83.2%-35.8pp |
| Annual return | -3.07% | 369.13%-372.2pp | 182.05%-185.1pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $488 | $2,716-82.0% | $1,829-73.3% | $5,352-90.9% |
| Admin fee / account holder | $1,494 | $3,063-51.2% | $2,232-33.1% | $9,541-84.3% |