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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 | $12,541 | $93,124-86.5% | $77,100-83.7% | $134,545-90.7% |
| Participation rate | 58.3% | 74.5%-16.2pp | 67.9%-9.6pp | 81.2%-22.9pp |
| Annual return | -17.74% | 62.68%-80.4pp | 42.35%-60.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,633 | $5,242-68.8% | $4,430-63.1% | $6,401-74.5% |
| Admin fee / account holder | $324 | $6,970-95.4% | $5,443-94.1% | $11,431-97.2% |