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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 | $45,206 | $56,197-19.6% | $67,652-33.2% | $59,633-24.2% |
| Participation rate | 56.3% | 71.5%-15.2pp | 75.7%-19.4pp | 68.7%-12.4pp |
| Annual return | -1.88% | 18508.10%-18510.0pp | 6625.40%-6627.3pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $256 | $1,615-84.2% | $2,266-88.7% | $2,203-88.4% |
| Participant deferral / active EE | $1,696 | $2,844-40.3% | $3,560-52.4% | $3,192-46.9% |
| Admin fee / account holder | $1,992 | $3,958-49.7% | $4,821-58.7% | $4,297-53.7% |