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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 | $98,864 | $70,418+40.4% | $96,570+2.4% | $85,847+15.2% |
| Participation rate | 34.4% | 61.8%-27.4pp | 69.8%-35.5pp | 69.3%-34.9pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.79%-37.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,674 | $2,894-42.2% | $3,849-56.5% | $3,952-57.7% |
| Admin fee / account holder | $64,986 | $4,995+1201.0% | $6,182+951.1% | $6,261+938.0% |