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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 | $41,404 | $82,630-49.9% | $64,105-35.4% | $125,389-67.0% |
| Participation rate | 45.8% | 75.9%-30.0pp | 68.2%-22.3pp | 83.2%-37.4pp |
| Annual return | -0.58% | 1489.72%-1490.3pp | 791.24%-791.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $151 | $2,671-94.3% | $1,820-91.7% | $4,866-96.9% |
| Participant deferral / active EE | $1,555 | $3,608-56.9% | $2,822-44.9% | $5,352-70.9% |
| Admin fee / account holder | $902 | $6,382-85.9% | $4,499-80.0% | $9,541-90.6% |