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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 | $24,578 | $167,353-85.3% | $143,797-82.9% | $134,545-81.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -2.80% | 0.48%-3.3pp | -0.04%-2.8pp | 418.37%-421.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,364 | $6,447+91.8% | $5,638+119.3% | $6,401+93.1% |
| Admin fee / account holder | $24,821 | $18,096+37.2% | $14,679+69.1% | $11,431+117.1% |