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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 | $38,023 | $56,197-32.3% | $67,652-43.8% | $59,633-36.2% |
| Participation rate | 48.4% | 71.5%-23.1pp | 75.7%-27.3pp | 68.7%-20.3pp |
| Annual return | -2.01% | 18508.10%-18510.1pp | 6625.40%-6627.4pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $274 | $1,615-83.0% | $2,266-87.9% | $2,203-87.6% |
| Participant deferral / active EE | $2,478 | $2,844-12.8% | $3,560-30.4% | $3,192-22.3% |
| Admin fee / account holder | $4,471 | $3,958+13.0% | $4,821-7.2% | $4,297+4.1% |