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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 | $43,712 | $52,678-17.0% | $75,784-42.3% | $59,633-26.7% |
| Participation rate | 43.8% | 67.2%-23.5pp | 75.8%-32.1pp | 68.7%-24.9pp |
| Annual return | -0.69% | 2.95%-3.6pp | 9.68%-10.4pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,798 | $2,591-30.6% | $3,652-50.8% | $3,192-43.7% |
| Admin fee / account holder | $5,553 | $3,610+53.8% | $5,300+4.8% | $4,297+29.2% |