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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 | $11,548 | $69,541-83.4% | $59,899-80.7% | $135,380-91.5% |
| Participation rate | 31.3% | 77.8%-46.6pp | 74.7%-43.4pp | 82.6%-51.4pp |
| Annual return | -4.14% | 7.95%-12.1pp | 3.46%-7.6pp | 519.81%-523.9pp |
| Employer contribution / active EE | $119 | $3,236-96.3% | $2,723-95.6% | $4,779-97.5% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $401 | $5,737-93.0% | $3,592-88.8% | $10,828-96.3% |