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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 | $39,635 | $56,200-29.5% | $67,653-41.4% | $59,633-33.5% |
| Participation rate | 64.3% | 71.5%-7.2pp | 75.7%-11.4pp | 68.7%-4.4pp |
| Annual return | -1.09% | 18506.71%-18507.8pp | 6625.22%-6626.3pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $223 | $1,615-86.2% | $2,266-90.2% | $2,203-89.9% |
| Participant deferral / active EE | $1,443 | $2,843-49.3% | $3,560-59.5% | $3,192-54.8% |
| Admin fee / account holder | $9,429 | $3,959+138.2% | $4,821+95.6% | $4,297+119.4% |