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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 | $32,817 | $72,177-54.5% | $115,038-71.5% | $59,633-45.0% |
| Participation rate | 68.4% | 72.6%-4.1pp | 81.4%-12.9pp | 68.7%-0.2pp |
| Annual return | -1.14% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,622 | $4,783+38.4% | $6,026+9.9% | $3,192+107.5% |
| Admin fee / account holder | $9,317 | $4,927+89.1% | $8,175+14.0% | $4,297+116.8% |