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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 | $44,330 | $29,736+49.1% | $56,033-20.9% | $80,935-45.2% |
| Participation rate | 30.1% | 41.7%-11.6pp | 52.5%-22.4pp | 67.7%-37.5pp |
| Annual return | 10.63% | 35.28%-24.6pp | 1711.38%-1700.7pp | 35.66%-25.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,172 | $1,228-4.6% | $1,954-40.0% | $4,299-72.7% |
| Admin fee / account holder | $6,495 | $2,434+166.9% | $2,827+129.8% | $6,924-6.2% |