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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 | $33,532 | $56,200-40.3% | $67,653-50.4% | $59,633-43.8% |
| Participation rate | 31.0% | 71.5%-40.5pp | 75.7%-44.7pp | 68.7%-37.7pp |
| Annual return | -0.19% | 18506.71%-18506.9pp | 6625.22%-6625.4pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $269 | $1,615-83.4% | $2,266-88.1% | $2,203-87.8% |
| Participant deferral / active EE | $1,286 | $2,843-54.8% | $3,560-63.9% | $3,192-59.7% |
| Admin fee / account holder | $5,827 | $3,959+47.2% | $4,821+20.9% | $4,297+35.6% |