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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 | $10,686 | $84,551-87.4% | $61,452-82.6% | $134,532-92.1% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -5.03% | 585.39%-590.4pp | 338.96%-344.0pp | 418.27%-423.3pp |
| Employer contribution / active EE | $15 | $1,545-99.0% | $1,160-98.7% | $4,741-99.7% |
| Participant deferral / active EE | $1,122 | $2,818-60.2% | $2,125-47.2% | $6,401-82.5% |
| Admin fee / account holder | $35,869 | $2,587+1286.3% | $2,131+1583.2% | $11,429+213.9% |