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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 | $49,707 | $56,200-11.6% | $67,653-26.5% | $59,633-16.6% |
| Participation rate | 46.7% | 71.5%-24.8pp | 75.7%-29.0pp | 68.7%-22.0pp |
| Annual return | -0.87% | 18506.71%-18507.6pp | 6625.22%-6626.1pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $142 | $1,615-91.2% | $2,266-93.7% | $2,203-93.6% |
| Participant deferral / active EE | $1,631 | $2,843-42.6% | $3,560-54.2% | $3,192-48.9% |
| Admin fee / account holder | $1,102 | $3,959-72.2% | $4,821-77.1% | $4,297-74.4% |