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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 | $8,664 | $84,551-89.8% | $61,452-85.9% | $134,532-93.6% |
| Participation rate | 47.4% | 62.2%-14.8pp | 52.6%-5.2pp | 81.2%-33.9pp |
| Annual return | -17.63% | 585.39%-603.0pp | 338.96%-356.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,276 | $2,818-54.7% | $2,125-40.0% | $6,401-80.1% |
| Admin fee / account holder | $712 | $2,587-72.5% | $2,131-66.6% | $11,429-93.8% |