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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 | $52,706 | $52,519+0.4% | $155,789-66.2% | $59,633-11.6% |
| Participation rate | 48.9% | 61.7%-12.8pp | 76.1%-27.2pp | 68.7%-19.7pp |
| Annual return | -2.01% | 53.51%-55.5pp | 71.54%-73.5pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,747 | $3,084-43.4% | $4,798-63.6% | $3,192-45.3% |
| Admin fee / account holder | $3,136 | $3,540-11.4% | $7,477-58.1% | $4,297-27.0% |