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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 | $7,358 | $67,396-89.1% | $60,919-87.9% | $134,545-94.5% |
| Participation rate | 42.1% | 76.2%-34.1pp | 73.1%-31.0pp | 81.2%-39.1pp |
| Annual return | -7.21% | 50.12%-57.3pp | 16.96%-24.2pp | 418.37%-425.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,927 | $4,534-57.5% | $3,814-49.5% | $6,401-69.9% |
| Admin fee / account holder | $2,303 | $4,590-49.8% | $3,228-28.7% | $11,431-79.9% |