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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 | $35,634 | $44,850-20.5% | $60,547-41.1% | $59,632-40.2% |
| Participation rate | 53.3% | 59.5%-6.1pp | 68.0%-14.6pp | 68.7%-15.3pp |
| Annual return | -1.15% | 1074.14%-1075.3pp | 335.64%-336.8pp | 2041.32%-2042.5pp |
| Employer contribution / active EE | $195 | $1,462-86.6% | $2,419-91.9% | $2,203-91.1% |
| Participant deferral / active EE | $1,097 | $2,230-50.8% | $3,328-67.0% | $3,192-65.6% |
| Admin fee / account holder | $7,155 | $3,635+96.8% | $4,536+57.7% | $4,297+66.5% |