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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 | $41,586 | $45,438-8.5% | $80,004-48.0% | $59,633-30.3% |
| Participation rate | 32.4% | 63.7%-31.4pp | 73.0%-40.7pp | 68.7%-36.3pp |
| Annual return | 1.13% | 5.10%-4.0pp | 7.63%-6.5pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,035 | $2,231-53.6% | $3,204-67.7% | $3,192-67.6% |
| Admin fee / account holder | $3,184 | $3,464-8.1% | $5,033-36.7% | $4,297-25.9% |