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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 | $37,261 | $56,197-33.7% | $67,652-44.9% | $59,633-37.5% |
| Participation rate | 51.2% | 71.5%-20.3pp | 75.7%-24.4pp | 68.7%-17.5pp |
| Annual return | -0.74% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,874 | $2,844-34.1% | $3,560-47.4% | $3,192-41.3% |
| Admin fee / account holder | $2,020 | $3,958-49.0% | $4,821-58.1% | $4,297-53.0% |