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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 | $48,122 | $44,850+7.3% | $60,547-20.5% | $59,633-19.3% |
| Participation rate | 47.1% | 59.5%-12.4pp | 68.0%-20.9pp | 68.7%-21.6pp |
| Annual return | -0.28% | 1074.14%-1074.4pp | 335.64%-335.9pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,471 | $2,230-34.1% | $3,328-55.8% | $3,192-53.9% |
| Admin fee / account holder | $1,123 | $3,635-69.1% | $4,536-75.3% | $4,297-73.9% |