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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 | $26,606 | $56,197-52.7% | $67,652-60.7% | $59,633-55.4% |
| Participation rate | 41.3% | 71.5%-30.2pp | 75.7%-34.4pp | 68.7%-27.4pp |
| Annual return | 0.44% | 18508.10%-18507.7pp | 6625.40%-6625.0pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,265 | $2,844-55.5% | $3,560-64.5% | $3,192-60.4% |
| Admin fee / account holder | $15,894 | $3,958+301.6% | $4,821+229.7% | $4,297+269.9% |