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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 | $46,113 | $65,082-29.1% | $81,367-43.3% | $59,633-22.7% |
| Participation rate | 31.0% | 76.0%-45.0pp | 82.3%-51.3pp | 68.7%-37.7pp |
| Annual return | -2.43% | 1.16%-3.6pp | -0.92%-1.5pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $2,934-100.0% | $3,930-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,810 | $4,083-6.7% | $5,383-29.2% | $3,192+19.4% |
| Admin fee / account holder | $3,111 | $7,582-59.0% | $8,926-65.1% | $4,297-27.6% |