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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 | $33,792 | $56,197-39.9% | $67,652-50.0% | $59,633-43.3% |
| Participation rate | 66.7% | 71.5%-4.8pp | 75.7%-9.0pp | 68.7%-2.0pp |
| Annual return | -1.84% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $41 | $1,615-97.5% | $2,266-98.2% | $2,203-98.2% |
| Participant deferral / active EE | $2,667 | $2,844-6.2% | $3,560-25.1% | $3,192-16.4% |
| Admin fee / account holder | $4,576 | $3,958+15.6% | $4,821-5.1% | $4,297+6.5% |