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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 | $13,077 | $82,314-84.1% | $68,808-81.0% | $134,532-90.3% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.0%-13.5pp | 81.2%-25.7pp |
| Annual return | -17.35% | -2.18%-15.2pp | -6.37%-11.0pp | 418.27%-435.6pp |
| Employer contribution / active EE | $390 | $3,301-88.2% | $2,656-85.3% | $4,741-91.8% |
| Participant deferral / active EE | $2,320 | $4,740-51.1% | $3,942-41.1% | $6,401-63.8% |
| Admin fee / account holder | $5,595 | $6,484-13.7% | $4,936+13.3% | $11,429-51.0% |