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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 | $44,631 | $45,566-2.1% | $64,105-30.4% | $59,633-25.2% |
| Participation rate | 53.5% | 60.2%-6.7pp | 68.2%-14.7pp | 68.7%-15.2pp |
| Annual return | -2.11% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $39 | $934-95.8% | $1,820-97.9% | $2,203-98.2% |
| Participant deferral / active EE | $1,891 | $2,057-8.1% | $2,822-33.0% | $3,192-40.7% |
| Admin fee / account holder | $377 | $3,268-88.5% | $4,499-91.6% | $4,297-91.2% |