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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 | $42,369 | $45,152-6.2% | $73,836-42.6% | $59,633-29.0% |
| Participation rate | 29.8% | 64.0%-34.3pp | 73.4%-43.7pp | 68.7%-38.9pp |
| Annual return | -0.44% | 27.40%-27.8pp | 2268.06%-2268.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $119 | $1,901-93.7% | $2,787-95.7% | $2,203-94.6% |
| Participant deferral / active EE | $1,055 | $2,573-59.0% | $3,583-70.6% | $3,192-67.0% |
| Admin fee / account holder | $9,324 | $3,515+165.3% | $4,882+91.0% | $4,297+117.0% |