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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 | $4,062 | $27,632-85.3% | $61,452-93.4% | $68,486-94.1% |
| Participation rate | 21.1% | 39.5%-18.4pp | 52.6%-31.5pp | 67.9%-46.8pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $305 | $1,264-75.9% | $2,125-85.6% | $4,028-92.4% |
| Admin fee / account holder | $694 | $2,010-65.5% | $2,131-67.4% | $5,404-87.2% |