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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 | $57,915 | $54,355+6.5% | $82,744-30.0% | $68,486-15.4% |
| Participation rate | 32.6% | 63.9%-31.4pp | 72.6%-40.0pp | 67.9%-35.3pp |
| Annual return | -2.37% | -13.67%+11.3pp | 702.22%-704.6pp | -7.85%+5.5pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,474 | $3,246-54.6% | $4,395-66.5% | $4,028-63.4% |
| Admin fee / account holder | $1,892 | $4,397-57.0% | $5,325-64.5% | $5,404-65.0% |