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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 | $39,367 | $44,850-12.2% | $60,547-35.0% | $59,633-34.0% |
| Participation rate | 45.6% | 59.5%-13.9pp | 68.0%-22.3pp | 68.7%-23.1pp |
| Annual return | -0.70% | 1074.14%-1074.8pp | 335.64%-336.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,204 | $2,230-46.0% | $3,328-63.8% | $3,192-62.3% |
| Admin fee / account holder | $3,655 | $3,635+0.6% | $4,536-19.4% | $4,297-14.9% |