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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 | $6,630 | $27,632-76.0% | $61,452-89.2% | $68,486-90.3% |
| Participation rate | 68.3% | 39.5%+28.8pp | 52.6%+15.7pp | 67.9%+0.4pp |
| Annual return | -14.26% | -13.24%-1.0pp | 338.96%-353.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,114 | $1,264+146.4% | $2,125+46.6% | $4,028-22.7% |
| Admin fee / account holder | $1,459 | $2,010-27.4% | $2,131-31.5% | $5,404-73.0% |