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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 | $20,222 | $95,188-78.8% | $76,518-73.6% | $135,379-85.1% |
| Participation rate | 9.5% | 74.4%-64.9pp | 68.0%-58.5pp | 82.6%-73.1pp |
| Annual return | -8.32% | 4.85%-13.2pp | -0.27%-8.0pp | 519.79%-528.1pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,034 | $4,640-77.7% | $3,836-73.0% | $5,609-81.6% |
| Admin fee / account holder | $675 | $6,249-89.2% | $4,849-86.1% | $10,828-93.8% |