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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 | $36,638 | $45,566-19.6% | $64,105-42.8% | $59,633-38.6% |
| Participation rate | 40.2% | 60.2%-20.0pp | 68.2%-28.0pp | 68.7%-28.5pp |
| Annual return | -2.27% | 4.95%-7.2pp | 791.24%-793.5pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,166 | $2,057+5.3% | $2,822-23.2% | $3,192-32.1% |
| Admin fee / account holder | $5,443 | $3,268+66.6% | $4,499+21.0% | $4,297+26.7% |