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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 | $49,426 | $52,519-5.9% | $155,789-68.3% | $59,633-17.1% |
| Participation rate | 24.5% | 61.7%-37.2pp | 76.1%-51.6pp | 68.7%-44.1pp |
| Annual return | -1.77% | 53.51%-55.3pp | 71.54%-73.3pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,151 | $3,084-62.7% | $4,798-76.0% | $3,192-63.9% |
| Admin fee / account holder | $1,337 | $3,540-62.2% | $7,477-82.1% | $4,297-68.9% |