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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 | $61,735 | $39,798+55.1% | $67,704-8.8% | $59,633+3.5% |
| Participation rate | 32.3% | 57.4%-25.1pp | 67.5%-35.3pp | 68.7%-36.4pp |
| Annual return | 0.62% | 89.94%-89.3pp | 25.41%-24.8pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,609 | $2,335+11.8% | $3,585-27.2% | $3,192-18.2% |
| Admin fee / account holder | $11,872 | $3,212+269.6% | $4,255+179.0% | $4,297+176.3% |