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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 | $26,515 | $45,566-41.8% | $64,105-58.6% | $59,633-55.5% |
| Participation rate | 43.3% | 60.2%-16.8pp | 68.2%-24.8pp | 68.7%-25.3pp |
| Annual return | 2.21% | 4.95%-2.7pp | 791.24%-789.0pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,644 | $2,057+28.6% | $2,822-6.3% | $3,192-17.1% |
| Admin fee / account holder | $10,177 | $3,268+211.5% | $4,499+126.2% | $4,297+136.8% |