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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 | $55,449 | $107,806-48.6% | $90,655-38.8% | $135,382-59.0% |
| Participation rate | 23.1% | 78.0%-55.0pp | 74.0%-51.0pp | 82.6%-59.6pp |
| Annual return | -2.07% | -0.90%-1.2pp | 1.89%-4.0pp | 519.77%-521.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,110 | $3,872-45.5% | $3,425-38.4% | $5,609-62.4% |
| Admin fee / account holder | $70,535 | $5,931+1089.3% | $4,994+1312.3% | $10,829+551.4% |