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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 | $65,140 | $45,566+43.0% | $64,105+1.6% | $59,633+9.2% |
| Participation rate | 38.9% | 60.2%-21.3pp | 68.2%-29.3pp | 68.7%-29.8pp |
| Annual return | -0.07% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,650 | $2,057-19.8% | $2,822-41.5% | $3,192-48.3% |
| Admin fee / account holder | $9,145 | $3,268+179.9% | $4,499+103.3% | $4,297+112.8% |