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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 | $36,920 | $52,519-29.7% | $155,789-76.3% | $59,633-38.1% |
| Participation rate | 45.7% | 61.7%-16.1pp | 76.1%-30.4pp | 68.7%-23.0pp |
| Annual return | -2.16% | 53.51%-55.7pp | 71.54%-73.7pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,861 | $3,084-7.2% | $4,798-40.4% | $3,192-10.3% |
| Admin fee / account holder | $1,889 | $3,540-46.6% | $7,477-74.7% | $4,297-56.0% |