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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 | $44,571 | $56,197-20.7% | $67,652-34.1% | $59,633-25.3% |
| Participation rate | 67.4% | 71.5%-4.0pp | 75.7%-8.2pp | 68.7%-1.2pp |
| Annual return | -2.04% | 18508.10%-18510.1pp | 6625.40%-6627.4pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $186 | $1,615-88.5% | $2,266-91.8% | $2,203-91.6% |
| Participant deferral / active EE | $2,464 | $2,844-13.4% | $3,560-30.8% | $3,192-22.8% |
| Admin fee / account holder | $4,441 | $3,958+12.2% | $4,821-7.9% | $4,297+3.4% |