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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 | $26,219 | $39,162-33.0% | $100,671-74.0% | $59,633-56.0% |
| Participation rate | 11.9% | 55.9%-44.0pp | 70.7%-58.8pp | 68.7%-56.8pp |
| Annual return | 0.64% | 21.07%-20.4pp | 20.43%-19.8pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $866 | $1,992-56.5% | $3,144-72.5% | $3,192-72.9% |
| Admin fee / account holder | $28,145 | $2,969+847.9% | $4,850+480.3% | $4,297+555.0% |