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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 | $33,842 | $72,177-53.1% | $115,038-70.6% | $59,633-43.2% |
| Participation rate | 34.9% | 72.6%-37.7pp | 81.4%-46.5pp | 68.7%-33.8pp |
| Annual return | 3.51% | 12.02%-8.5pp | 26.14%-22.6pp | 2041.45%-2037.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,457 | $4,783-48.6% | $6,026-59.2% | $3,192-23.0% |
| Admin fee / account holder | $6,964 | $4,927+41.3% | $8,175-14.8% | $4,297+62.1% |