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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 | $93,422 | $40,263+132.0% | $57,347+62.9% | $59,632+56.7% |
| Participation rate | 25.8% | 69.2%-43.4pp | 75.1%-49.3pp | 68.7%-42.9pp |
| Annual return | 0.95% | 27.50%-26.5pp | 24.40%-23.4pp | 2041.32%-2040.4pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,153 | $2,400-52.0% | $3,162-63.5% | $3,192-63.9% |
| Admin fee / account holder | $28,176 | $2,819+899.6% | $3,356+739.6% | $4,297+555.7% |