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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 | $36,374 | $45,152-19.4% | $73,836-50.7% | $59,633-39.0% |
| Participation rate | 51.6% | 64.0%-12.4pp | 73.4%-21.8pp | 68.7%-17.1pp |
| Annual return | -2.29% | 27.40%-29.7pp | 2268.06%-2270.3pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,751 | $2,573-32.0% | $3,583-51.1% | $3,192-45.1% |
| Admin fee / account holder | $4,384 | $3,515+24.7% | $4,882-10.2% | $4,297+2.0% |