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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 | $62,389 | $45,566+36.9% | $64,105-2.7% | $59,633+4.6% |
| Participation rate | 29.1% | 60.2%-31.1pp | 68.2%-39.1pp | 68.7%-39.6pp |
| Annual return | -1.78% | 4.95%-6.7pp | 791.24%-793.0pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,585 | $2,057-22.9% | $2,822-43.8% | $3,192-50.3% |
| Admin fee / account holder | $967 | $3,268-70.4% | $4,499-78.5% | $4,297-77.5% |