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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 | $11,402 | $90,607-87.4% | $79,467-85.7% | $135,380-91.6% |
| Participation rate | 46.2% | 76.0%-29.9pp | 73.3%-27.2pp | 82.6%-36.5pp |
| Annual return | -8.20% | 977.74%-985.9pp | 718.30%-726.5pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,589 | $4,050+38.0% | $3,704+50.9% | $5,609-0.4% |
| Admin fee / account holder | $7,040 | $5,895+19.4% | $5,104+37.9% | $10,828-35.0% |