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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 | $33,959 | $52,678-35.5% | $75,784-55.2% | $59,633-43.1% |
| Participation rate | 39.6% | 67.2%-27.6pp | 75.8%-36.2pp | 68.7%-29.1pp |
| Annual return | -1.92% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,586 | $2,591-0.2% | $3,652-29.2% | $3,192-19.0% |
| Admin fee / account holder | $1,818 | $3,610-49.6% | $5,300-65.7% | $4,297-57.7% |