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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 | $2,137 | $84,464-97.5% | $61,399-96.5% | $134,509-98.4% |
| Participation rate | 23.5% | 62.2%-38.7pp | 52.6%-29.0pp | 81.2%-57.7pp |
| Annual return | -19.39% | 585.06%-604.5pp | 338.81%-358.2pp | 418.13%-437.5pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $655 | $2,818-76.7% | $2,124-69.1% | $6,400-89.8% |
| Admin fee / account holder | $2,116 | $2,587-18.2% | $2,131-0.7% | $11,427-81.5% |