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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 | $49,174 | $56,197-12.5% | $67,652-27.3% | $59,633-17.5% |
| Participation rate | 51.3% | 71.5%-20.2pp | 75.7%-24.4pp | 68.7%-17.4pp |
| Annual return | -0.83% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,377 | $2,844-16.4% | $3,560-33.2% | $3,192-25.5% |
| Admin fee / account holder | $962 | $3,958-75.7% | $4,821-80.0% | $4,297-77.6% |