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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 | $33,501 | $54,380-38.4% | $68,509-51.1% | $59,633-43.8% |
| Participation rate | 32.0% | 70.2%-38.2pp | 74.7%-42.7pp | 68.7%-36.7pp |
| Annual return | 0.96% | 2.83%-1.9pp | 8.27%-7.3pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,945 | $2,643+11.4% | $3,382-12.9% | $3,192-7.7% |
| Admin fee / account holder | $651 | $3,885-83.2% | $5,275-87.7% | $4,297-84.9% |