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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 | $32,752 | $56,200-41.7% | $67,653-51.6% | $59,633-45.1% |
| Participation rate | 50.6% | 71.5%-20.8pp | 75.7%-25.0pp | 68.7%-18.0pp |
| Annual return | -1.09% | 18506.71%-18507.8pp | 6625.22%-6626.3pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $157 | $1,615-90.3% | $2,266-93.1% | $2,203-92.9% |
| Participant deferral / active EE | $1,431 | $2,843-49.7% | $3,560-59.8% | $3,192-55.2% |
| Admin fee / account holder | $2,476 | $3,959-37.5% | $4,821-48.6% | $4,297-42.4% |