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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 | $8,827 | $84,464-89.5% | $61,399-85.6% | $134,509-93.4% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -16.18% | 585.06%-601.2pp | 338.81%-355.0pp | 418.13%-434.3pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $535 | $2,818-81.0% | $2,124-74.8% | $6,400-91.6% |
| Admin fee / account holder | $3,235 | $2,587+25.0% | $2,131+51.8% | $11,427-71.7% |