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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 | $52,528 | $56,199-6.5% | $67,652-22.4% | $59,632-11.9% |
| Participation rate | 48.1% | 71.5%-23.3pp | 75.7%-27.5pp | 68.7%-20.5pp |
| Annual return | -0.91% | 18505.31%-18506.2pp | 6625.04%-6626.0pp | 2041.32%-2042.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,011 | $2,844+5.9% | $3,560-15.4% | $3,192-5.7% |
| Admin fee / account holder | $1,042 | $3,958-73.7% | $4,821-78.4% | $4,297-75.8% |