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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 | $86,554 | $44,850+93.0% | $60,547+43.0% | $59,633+45.1% |
| Participation rate | 47.7% | 59.5%-11.8pp | 68.0%-20.3pp | 68.7%-21.0pp |
| Annual return | 0.37% | 1074.14%-1073.8pp | 335.64%-335.3pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,628 | $2,230+62.7% | $3,328+9.0% | $3,192+13.7% |
| Admin fee / account holder | $1,408 | $3,635-61.3% | $4,536-69.0% | $4,297-67.2% |