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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 | $40,123 | $30,732+30.6% | $59,496-32.6% | $59,633-32.7% |
| Participation rate | 26.7% | 43.2%-16.5pp | 54.6%-27.9pp | 68.7%-42.0pp |
| Annual return | 0.76% | 4.47%-3.7pp | 182.05%-181.3pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $864 | $1,183-26.9% | $1,829-52.8% | $3,192-72.9% |
| Admin fee / account holder | $16,577 | $2,136+676.0% | $2,232+642.6% | $4,297+285.8% |