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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 | $42,950 | $82,032-47.6% | $123,106-65.1% | $59,633-28.0% |
| Participation rate | 55.4% | 83.2%-27.8pp | 86.8%-31.4pp | 68.7%-13.3pp |
| Annual return | -1.79% | 5.12%-6.9pp | 13.22%-15.0pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,640 | $4,667-22.0% | $6,229-41.6% | $3,192+14.1% |
| Admin fee / account holder | $6,760 | $5,881+15.0% | $9,015-25.0% | $4,297+57.3% |