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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 | $74,171 | $45,566+62.8% | $64,105+15.7% | $59,633+24.4% |
| Participation rate | 38.1% | 60.2%-22.0pp | 68.2%-30.0pp | 68.7%-30.5pp |
| Annual return | -0.54% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,337 | $2,057+13.7% | $2,822-17.2% | $3,192-26.8% |
| Admin fee / account holder | $5,971 | $3,268+82.7% | $4,499+32.7% | $4,297+39.0% |