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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 | $32,354 | $45,566-29.0% | $64,105-49.5% | $59,633-45.7% |
| Participation rate | 15.0% | 60.2%-45.2pp | 68.2%-53.2pp | 68.7%-53.7pp |
| Annual return | 0.25% | 4.95%-4.7pp | 791.24%-791.0pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,235 | $2,057-39.9% | $2,822-56.2% | $3,192-61.3% |
| Admin fee / account holder | $4,818 | $3,268+47.5% | $4,499+7.1% | $4,297+12.1% |