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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 | $47,737 | $65,703-27.3% | $94,228-49.3% | $59,633-19.9% |
| Participation rate | 44.0% | 72.1%-28.1pp | 78.8%-34.8pp | 68.7%-24.7pp |
| Annual return | -0.13% | 5.22%-5.3pp | 10.68%-10.8pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,955 | $3,143+216.8% | $4,320+130.4% | $3,192+211.9% |
| Admin fee / account holder | $12,111 | $4,264+184.0% | $6,269+93.2% | $4,297+181.8% |