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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 | $38,511 | $45,152-14.7% | $73,845-47.8% | $59,632-35.4% |
| Participation rate | 54.8% | 64.0%-9.2pp | 73.4%-18.6pp | 68.7%-13.8pp |
| Annual return | -1.62% | 27.40%-29.0pp | 2267.91%-2269.5pp | 2041.32%-2042.9pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $747 | $2,574-71.0% | $3,583-79.1% | $3,192-76.6% |
| Admin fee / account holder | $2,343 | $3,516-33.4% | $4,881-52.0% | $4,297-45.5% |