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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 | $47,856 | $75,935-37.0% | $60,547-21.0% | $125,388-61.8% |
| Participation rate | 52.9% | 76.5%-23.6pp | 68.0%-15.0pp | 83.2%-30.2pp |
| Annual return | -0.45% | -5.38%+4.9pp | 335.64%-336.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,734 | $4,506-61.5% | $3,328-47.9% | $5,352-67.6% |
| Admin fee / account holder | $35,434 | $6,768+423.6% | $4,536+681.1% | $9,541+271.4% |