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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 | $9,409 | $67,352-86.0% | $60,899-84.6% | $134,509-93.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -19.70% | 49.99%-69.7pp | 16.92%-36.6pp | 418.13%-437.8pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,463 | $4,539-23.7% | $3,817-9.3% | $6,400-45.9% |
| Admin fee / account holder | $3,058 | $4,585-33.3% | $3,225-5.2% | $11,427-73.2% |