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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 | $46,913 | $56,199-16.5% | $67,652-30.7% | $59,632-21.3% |
| Participation rate | 64.6% | 71.5%-6.9pp | 75.7%-11.1pp | 68.7%-4.1pp |
| Annual return | -0.96% | 18505.31%-18506.3pp | 6625.04%-6626.0pp | 2041.32%-2042.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,246 | $2,844-21.0% | $3,560-36.9% | $3,192-29.6% |
| Admin fee / account holder | $9,632 | $3,958+143.3% | $4,821+99.8% | $4,297+124.2% |