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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 | $7,615 | $84,551-91.0% | $61,452-87.6% | $134,532-94.3% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -21.40% | 585.39%-606.8pp | 338.96%-360.4pp | 418.27%-439.7pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,576 | $2,818+26.9% | $2,125+68.3% | $6,401-44.1% |
| Admin fee / account holder | $2,026 | $2,587-21.7% | $2,131-4.9% | $11,429-82.3% |