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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 | $62,619 | $56,197+11.4% | $67,652-7.4% | $59,633+5.0% |
| Participation rate | 40.6% | 71.5%-30.8pp | 75.7%-35.0pp | 68.7%-28.0pp |
| Annual return | -0.97% | 18508.10%-18509.1pp | 6625.40%-6626.4pp | 2041.47%-2042.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,338 | $2,844-53.0% | $3,560-62.4% | $3,192-58.1% |
| Admin fee / account holder | $702 | $3,958-82.3% | $4,821-85.4% | $4,297-83.7% |