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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 | $55,084 | $39,798+38.4% | $67,704-18.6% | $59,633-7.6% |
| Participation rate | 14.3% | 57.4%-43.1pp | 67.5%-53.2pp | 68.7%-54.4pp |
| Annual return | 1.66% | 89.94%-88.3pp | 25.41%-23.7pp | 2041.47%-2039.8pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,604 | $2,335-31.3% | $3,585-55.3% | $3,192-49.7% |
| Admin fee / account holder | $11,371 | $3,212+254.0% | $4,255+167.2% | $4,297+164.6% |