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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 | $51,048 | $45,152+13.1% | $73,836-30.9% | $59,633-14.4% |
| Participation rate | 20.5% | 64.0%-43.5pp | 73.4%-52.9pp | 68.7%-48.1pp |
| Annual return | -0.87% | 27.40%-28.3pp | 2268.06%-2268.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $864 | $2,573-66.4% | $3,583-75.9% | $3,192-72.9% |
| Admin fee / account holder | $3,514 | $3,5150% | $4,882-28.0% | $4,297-18.2% |