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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 | $43,583 | $45,566-4.4% | $64,105-32.0% | $59,633-26.9% |
| Participation rate | 51.9% | 60.2%-8.3pp | 68.2%-16.3pp | 68.7%-16.8pp |
| Annual return | -0.61% | 4.95%-5.6pp | 791.24%-791.9pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,995 | $2,057-3.0% | $2,822-29.3% | $3,192-37.5% |
| Admin fee / account holder | $2,988 | $3,268-8.6% | $4,499-33.6% | $4,297-30.5% |