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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 | $55,023 | $32,865+67.4% | $75,826-27.4% | $56,289-2.2% |
| Participation rate | 19.2% | 53.0%-33.7pp | 68.2%-49.0pp | 69.9%-50.6pp |
| Annual return | -7.19% | -5.01%-2.2pp | 1914.15%-1921.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $0 | $891-100.0% | $1,913-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,008 | $1,683-40.1% | $2,862-64.8% | $3,350-69.9% |
| Admin fee / account holder | $776 | $185+320.6% | $4,726-83.6% | $521+49.0% |