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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 | $91,290 | $45,566+100.3% | $64,105+42.4% | $59,633+53.1% |
| Participation rate | 50.9% | 60.2%-9.2pp | 68.2%-17.2pp | 68.7%-17.7pp |
| Annual return | 0.38% | 4.95%-4.6pp | 791.24%-790.9pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,440 | $2,057-30.0% | $2,822-49.0% | $3,192-54.9% |
| Admin fee / account holder | $2,880 | $3,268-11.9% | $4,499-36.0% | $4,297-33.0% |