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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 | $11,845 | $104,106-88.6% | $71,086-83.3% | $135,382-91.3% |
| Participation rate | 25.0% | 65.7%-40.7pp | 54.7%-29.7pp | 82.6%-57.6pp |
| Annual return | -6.37% | 1256.30%-1262.7pp | 650.59%-657.0pp | 519.77%-526.1pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $982 | $2,527-61.1% | $1,874-47.6% | $5,609-82.5% |
| Admin fee / account holder | $1,758 | $4,142-57.5% | $3,082-43.0% | $10,829-83.8% |