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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 | $49,991 | $44,850+11.5% | $60,547-17.4% | $59,633-16.2% |
| Participation rate | 31.4% | 59.5%-28.1pp | 68.0%-36.6pp | 68.7%-37.3pp |
| Annual return | -0.03% | 1074.14%-1074.2pp | 335.64%-335.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $870 | $2,230-61.0% | $3,328-73.9% | $3,192-72.7% |
| Admin fee / account holder | $484 | $3,635-86.7% | $4,536-89.3% | $4,297-88.7% |