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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 | $56,235 | $65,704-14.4% | $94,229-40.3% | $59,633-5.7% |
| Participation rate | 63.6% | 72.1%-8.5pp | 78.8%-15.1pp | 68.7%-5.0pp |
| Annual return | -0.12% | 5.22%-5.3pp | 10.68%-10.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,416 | $3,143-23.1% | $4,320-44.1% | $3,192-24.3% |
| Admin fee / account holder | $1,014 | $4,265-76.2% | $6,269-83.8% | $4,297-76.4% |