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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 | $56,674 | $45,566+24.4% | $64,105-11.6% | $59,633-5.0% |
| Participation rate | 48.1% | 60.2%-12.0pp | 68.2%-20.0pp | 68.7%-20.5pp |
| Annual return | 1.08% | 4.95%-3.9pp | 791.24%-790.2pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,496 | $2,057-27.3% | $2,822-47.0% | $3,192-53.1% |
| Admin fee / account holder | $1,046 | $3,268-68.0% | $4,499-76.8% | $4,297-75.7% |