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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 | $36,939 | $45,566-18.9% | $64,105-42.4% | $59,633-38.1% |
| Participation rate | 41.2% | 60.2%-19.0pp | 68.2%-27.0pp | 68.7%-27.5pp |
| Annual return | -2.15% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,874 | $2,057-8.9% | $2,822-33.6% | $3,192-41.3% |
| Admin fee / account holder | $1,676 | $3,268-48.7% | $4,499-62.8% | $4,297-61.0% |