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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 | $56,645 | $45,566+24.3% | $64,105-11.6% | $59,633-5.0% |
| Participation rate | 16.1% | 60.2%-44.1pp | 68.2%-52.1pp | 68.7%-52.6pp |
| Annual return | 2.08% | 4.95%-2.9pp | 791.24%-789.2pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,587 | $2,057-22.9% | $2,822-43.8% | $3,192-50.3% |
| Admin fee / account holder | $9,184 | $3,268+181.1% | $4,499+104.1% | $4,297+113.7% |