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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 | $44,338 | $72,177-38.6% | $115,038-61.5% | $59,633-25.6% |
| Participation rate | 57.4% | 72.6%-15.2pp | 81.4%-24.0pp | 68.7%-11.3pp |
| Annual return | 1.45% | 12.02%-10.6pp | 26.14%-24.7pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,601 | $4,783-24.7% | $6,026-40.2% | $3,192+12.8% |
| Admin fee / account holder | $3,676 | $4,927-25.4% | $8,175-55.0% | $4,297-14.5% |