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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 | $45,781 | $30,732+49.0% | $59,496-23.1% | $59,633-23.2% |
| Participation rate | 26.1% | 43.2%-17.1pp | 54.6%-28.5pp | 68.7%-42.6pp |
| Annual return | -2.26% | 4.47%-6.7pp | 182.05%-184.3pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,107 | $1,183-6.4% | $1,829-39.5% | $3,192-65.3% |
| Admin fee / account holder | $410 | $2,136-80.8% | $2,232-81.7% | $4,297-90.5% |