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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 | $18,027 | $45,152-60.1% | $73,836-75.6% | $59,633-69.8% |
| Participation rate | 52.8% | 64.0%-11.2pp | 73.4%-20.7pp | 68.7%-15.9pp |
| Annual return | 0.41% | 27.40%-27.0pp | 2268.06%-2267.6pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,061 | $2,573-58.7% | $3,583-70.4% | $3,192-66.7% |
| Admin fee / account holder | $2,111 | $3,515-39.9% | $4,882-56.8% | $4,297-50.9% |