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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 | $30,341 | $39,162-22.5% | $100,671-69.9% | $59,633-49.1% |
| Participation rate | 25.0% | 55.9%-30.9pp | 70.7%-45.7pp | 68.7%-43.7pp |
| Annual return | 0.10% | 21.07%-21.0pp | 20.43%-20.3pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $848 | $1,992-57.4% | $3,144-73.0% | $3,192-73.4% |
| Admin fee / account holder | $3,773 | $2,969+27.1% | $4,850-22.2% | $4,297-12.2% |