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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 | $30,094 | $75,832-60.3% | $147,617-79.6% | $59,633-49.5% |
| Participation rate | 58.5% | 71.6%-13.1pp | 84.6%-26.1pp | 68.7%-10.2pp |
| Annual return | 0.91% | 0.37%+0.5pp | 61.98%-61.1pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,471 | $3,131-53.0% | $4,895-69.9% | $3,192-53.9% |
| Admin fee / account holder | $4,989 | $5,986-16.7% | $11,612-57.0% | $4,297+16.1% |