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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 | $104,116-88.6% | $71,089-83.3% | $135,380-91.3% |
| Participation rate | 25.0% | 65.7%-40.7pp | 54.6%-29.6pp | 82.6%-57.6pp |
| Annual return | -6.37% | 1256.51%-1262.9pp | 650.65%-657.0pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $982 | $2,524-61.1% | $1,873-47.5% | $5,609-82.5% |
| Admin fee / account holder | $1,758 | $4,142-57.5% | $3,082-43.0% | $10,828-83.8% |