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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 | $15,992 | $93,124-82.8% | $77,100-79.3% | $134,545-88.1% |
| Participation rate | 59.1% | 74.5%-15.4pp | 67.9%-8.8pp | 81.2%-22.1pp |
| Annual return | -14.43% | 62.68%-77.1pp | 42.35%-56.8pp | 418.37%-432.8pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,068 | $5,242-79.6% | $4,430-75.9% | $6,401-83.3% |
| Admin fee / account holder | $1,554 | $6,970-77.7% | $5,443-71.5% | $11,431-86.4% |