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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 | $22,346 | $75,832-70.5% | $147,617-84.9% | $59,633-62.5% |
| Participation rate | 51.1% | 71.6%-20.5pp | 84.6%-33.6pp | 68.7%-17.6pp |
| Annual return | 1.00% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $979 | $3,131-68.7% | $4,895-80.0% | $3,192-69.3% |
| Admin fee / account holder | $1,833 | $5,986-69.4% | $11,612-84.2% | $4,297-57.3% |