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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 | $43,005 | $45,152-4.8% | $73,835-41.8% | $59,633-27.9% |
| Participation rate | 60.0% | 64.0%-4.0pp | 73.4%-13.4pp | 68.7%-8.7pp |
| Annual return | -1.39% | 27.40%-28.8pp | 2268.13%-2269.5pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,044 | $2,573-20.6% | $3,583-43.0% | $3,192-36.0% |
| Admin fee / account holder | $2,521 | $3,515-28.3% | $4,880-48.3% | $4,297-41.3% |