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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 | $75,065 | $45,566+64.7% | $64,105+17.1% | $59,633+25.9% |
| Participation rate | 37.5% | 60.2%-22.7pp | 68.2%-30.7pp | 68.7%-31.2pp |
| Annual return | 0.23% | 4.95%-4.7pp | 791.24%-791.0pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,513 | $2,057-26.5% | $2,822-46.4% | $3,192-52.6% |
| Admin fee / account holder | $5,623 | $3,268+72.1% | $4,499+25.0% | $4,297+30.9% |