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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 | $56,719 | $54,380+4.3% | $68,509-17.2% | $59,633-4.9% |
| Participation rate | 55.7% | 70.2%-14.5pp | 74.7%-19.0pp | 68.7%-13.0pp |
| Annual return | 0.24% | 2.83%-2.6pp | 8.27%-8.0pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,695 | $2,643-35.9% | $3,382-49.9% | $3,192-46.9% |
| Admin fee / account holder | $14,114 | $3,885+263.2% | $5,275+167.6% | $4,297+228.5% |