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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 | $22,162 | $52,911-58.1% | $73,309-69.8% | $59,633-62.8% |
| Participation rate | 48.1% | 68.2%-20.1pp | 74.9%-26.8pp | 68.7%-20.5pp |
| Annual return | -0.77% | 12.20%-13.0pp | 5.67%-6.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,082 | $4,069-48.8% | $4,991-58.3% | $3,192-34.8% |
| Admin fee / account holder | $4,227 | $3,835+10.2% | $5,635-25.0% | $4,297-1.6% |