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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 | $41,862 | $82,630-49.3% | $64,105-34.7% | $125,388-66.6% |
| Participation rate | 47.8% | 75.9%-28.0pp | 68.2%-20.3pp | 83.2%-35.4pp |
| Annual return | -1.39% | 1489.72%-1491.1pp | 791.24%-792.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $249 | $2,671-90.7% | $1,820-86.3% | $4,866-94.9% |
| Participant deferral / active EE | $1,563 | $3,608-56.7% | $2,822-44.6% | $5,352-70.8% |
| Admin fee / account holder | $1,004 | $6,382-84.3% | $4,499-77.7% | $9,541-89.5% |