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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 | $33,685 | $56,197-40.1% | $67,652-50.2% | $59,633-43.5% |
| Participation rate | 35.7% | 71.5%-35.8pp | 75.7%-40.0pp | 68.7%-33.0pp |
| Annual return | -1.29% | 18508.10%-18509.4pp | 6625.40%-6626.7pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,083 | $2,844-26.8% | $3,560-41.5% | $3,192-34.7% |
| Admin fee / account holder | $1,020 | $3,958-74.2% | $4,821-78.8% | $4,297-76.3% |