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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 | $50,593 | $52,519-3.7% | $155,789-67.5% | $59,633-15.2% |
| Participation rate | 36.7% | 61.7%-25.0pp | 76.1%-39.4pp | 68.7%-32.0pp |
| Annual return | -1.21% | 53.51%-54.7pp | 71.54%-72.8pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,204 | $3,084-61.0% | $4,798-74.9% | $3,192-62.3% |
| Admin fee / account holder | $542 | $3,540-84.7% | $7,477-92.8% | $4,297-87.4% |