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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 | $57,446 | $45,566+26.1% | $64,105-10.4% | $59,633-3.7% |
| Participation rate | 28.2% | 60.2%-32.0pp | 68.2%-40.0pp | 68.7%-40.5pp |
| Annual return | -2.65% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,203 | $2,057-41.5% | $2,822-57.4% | $3,192-62.3% |
| Admin fee / account holder | $13,085 | $3,268+300.5% | $4,499+190.8% | $4,297+204.5% |