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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 | $7,750 | $32,117-75.9% | $71,089-89.1% | $64,173-87.9% |
| Participation rate | 22.6% | 42.7%-20.1pp | 54.6%-32.1pp | 69.6%-47.0pp |
| Annual return | -5.83% | -5.57%-0.3pp | 650.65%-656.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $37 | $712-94.8% | $1,088-96.6% | $2,381-98.4% |
| Participant deferral / active EE | $372 | $1,263-70.6% | $1,873-80.2% | $3,470-89.3% |
| Admin fee / account holder | $307 | $2,759-88.9% | $3,082-90.0% | $4,887-93.7% |