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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 | $45,113 | $36,767+22.7% | $81,473-44.6% | $62,293-27.6% |
| Participation rate | 53.4% | 54.4%-1.1pp | 68.0%-14.6pp | 69.5%-16.1pp |
| Annual return | 0.00% | 173.80%-173.8pp | 38.78%-38.8pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,772 | $2,111+31.3% | $3,537-21.6% | $3,169-12.5% |
| Admin fee / account holder | $2,621 | $797+228.8% | $4,561-42.5% | $479+446.8% |