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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 | $40,301 | $56,197-28.3% | $67,652-40.4% | $59,633-32.4% |
| Participation rate | 45.9% | 71.5%-25.5pp | 75.7%-29.7pp | 68.7%-22.7pp |
| Annual return | -0.96% | 18508.10%-18509.1pp | 6625.40%-6626.4pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $224 | $1,615-86.1% | $2,266-90.1% | $2,203-89.8% |
| Participant deferral / active EE | $1,473 | $2,844-48.2% | $3,560-58.6% | $3,192-53.8% |
| Admin fee / account holder | $4,138 | $3,958+4.5% | $4,821-14.2% | $4,297-3.7% |