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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 | $24,851 | $45,566-45.5% | $64,105-61.2% | $59,633-58.3% |
| Participation rate | 55.6% | 60.2%-4.6pp | 68.2%-12.6pp | 68.7%-13.1pp |
| Annual return | 0.03% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,762 | $2,057-14.3% | $2,822-37.6% | $3,192-44.8% |
| Admin fee / account holder | $15,436 | $3,268+372.4% | $4,499+243.1% | $4,297+259.2% |