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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 | $47,266 | $56,199-15.9% | $67,652-30.1% | $59,632-20.7% |
| Participation rate | 27.8% | 71.5%-43.6pp | 75.7%-47.8pp | 68.7%-40.8pp |
| Annual return | -1.37% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.32%-2042.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,472 | $2,844-48.2% | $3,560-58.6% | $3,192-53.9% |
| Admin fee / account holder | $9,647 | $3,958+143.7% | $4,821+100.1% | $4,297+124.5% |