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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 | $27,053 | $72,177-62.5% | $115,037-76.5% | $59,633-54.6% |
| Participation rate | 48.4% | 72.6%-24.2pp | 81.4%-33.0pp | 68.7%-20.3pp |
| Annual return | 3.14% | 12.02%-8.9pp | 26.14%-23.0pp | 2041.40%-2038.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,459 | $4,783-6.8% | $6,026-26.0% | $3,192+39.7% |
| Admin fee / account holder | $4,620 | $4,927-6.2% | $8,175-43.5% | $4,297+7.5% |