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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 | $39,245 | $45,566-13.9% | $64,105-38.8% | $59,633-34.2% |
| Participation rate | 41.8% | 60.2%-18.4pp | 68.2%-26.4pp | 68.7%-26.9pp |
| Annual return | -1.44% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,050 | $2,057-48.9% | $2,822-62.8% | $3,192-67.1% |
| Admin fee / account holder | $7,866 | $3,268+140.7% | $4,499+74.8% | $4,297+83.1% |