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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 | $78,070 | $44,850+74.1% | $60,547+28.9% | $59,633+30.9% |
| Participation rate | 42.9% | 59.5%-16.6pp | 68.0%-25.1pp | 68.7%-25.8pp |
| Annual return | -0.61% | 1074.14%-1074.8pp | 335.64%-336.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,585 | $2,230-28.9% | $3,328-52.4% | $3,192-50.3% |
| Admin fee / account holder | $499 | $3,635-86.3% | $4,536-89.0% | $4,297-88.4% |