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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 | $52,717 | $56,197-6.2% | $67,652-22.1% | $59,633-11.6% |
| Participation rate | 48.5% | 71.5%-23.0pp | 75.7%-27.2pp | 68.7%-20.2pp |
| Annual return | -1.88% | 18508.10%-18510.0pp | 6625.40%-6627.3pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $225 | $1,615-86.1% | $2,266-90.1% | $2,203-89.8% |
| Participant deferral / active EE | $1,527 | $2,844-46.3% | $3,560-57.1% | $3,192-52.2% |
| Admin fee / account holder | $326 | $3,958-91.8% | $4,821-93.2% | $4,297-92.4% |