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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 | $34,535 | $52,911-34.7% | $73,309-52.9% | $59,633-42.1% |
| Participation rate | 63.3% | 68.2%-5.0pp | 74.9%-11.6pp | 68.7%-5.4pp |
| Annual return | -2.17% | 12.20%-14.4pp | 5.67%-7.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,865 | $4,069-29.6% | $4,991-42.6% | $3,192-10.2% |
| Admin fee / account holder | $9,722 | $3,835+153.5% | $5,635+72.5% | $4,297+126.3% |