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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 | $65,484 | $45,566+43.7% | $64,105+2.2% | $59,633+9.8% |
| Participation rate | 31.6% | 60.2%-28.6pp | 68.2%-36.6pp | 68.7%-37.1pp |
| Annual return | -1.27% | 4.95%-6.2pp | 791.24%-792.5pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,943 | $2,057-5.5% | $2,822-31.2% | $3,192-39.1% |
| Admin fee / account holder | $7,026 | $3,268+115.0% | $4,499+56.1% | $4,297+63.5% |