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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 | $45,387 | $34,634+31.0% | $77,096-41.1% | $64,819-30.0% |
| Participation rate | 12.6% | 49.8%-37.2pp | 67.9%-55.3pp | 71.5%-58.8pp |
| Annual return | 0.00% | -5.31%+5.3pp | 42.35%-42.3pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,814-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,548 | $2,553-39.4% | $4,429-65.1% | $4,311-64.1% |
| Admin fee / account holder | $10,490 | $178+5783.2% | $5,428+93.2% | $188+5484.9% |