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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 | $58,158 | $45,566+27.6% | $64,105-9.3% | $59,633-2.5% |
| Participation rate | 24.0% | 60.2%-36.2pp | 68.2%-44.2pp | 68.7%-44.7pp |
| Annual return | -2.33% | 4.95%-7.3pp | 791.24%-793.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $965 | $2,057-53.1% | $2,822-65.8% | $3,192-69.8% |
| Admin fee / account holder | $1,799 | $3,268-44.9% | $4,499-60.0% | $4,297-58.1% |