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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 | $24,076 | $40,275-40.2% | $57,356-58.0% | $59,633-59.6% |
| Participation rate | 40.7% | 69.1%-28.4pp | 75.1%-34.3pp | 68.7%-27.9pp |
| Annual return | -1.53% | 27.52%-29.1pp | 24.41%-25.9pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $682 | $2,400-71.6% | $3,162-78.4% | $3,192-78.6% |
| Admin fee / account holder | $2,342 | $2,820-17.0% | $3,357-30.2% | $4,297-45.5% |