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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 | $43,208 | $52,911-18.3% | $73,309-41.1% | $59,633-27.5% |
| Participation rate | 42.0% | 68.2%-26.2pp | 74.9%-32.9pp | 68.7%-26.7pp |
| Annual return | -1.18% | 12.20%-13.4pp | 5.67%-6.9pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,322 | $4,069-42.9% | $4,991-53.5% | $3,192-27.2% |
| Admin fee / account holder | $1,236 | $3,835-67.8% | $5,635-78.1% | $4,297-71.2% |