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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 | $30,635 | $72,177-57.6% | $115,038-73.4% | $59,633-48.6% |
| Participation rate | 50.0% | 72.6%-22.6pp | 81.4%-31.4pp | 68.7%-18.7pp |
| Annual return | -0.81% | 12.02%-12.8pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $297 | $2,841-89.5% | $4,608-93.6% | $2,203-86.5% |
| Participant deferral / active EE | $2,498 | $4,783-47.8% | $6,026-58.5% | $3,192-21.7% |
| Admin fee / account holder | $13,162 | $4,927+167.1% | $8,175+61.0% | $4,297+206.3% |