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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 | $22,183 | $54,380-59.2% | $68,509-67.6% | $59,633-62.8% |
| Participation rate | 59.5% | 70.2%-10.7pp | 74.7%-15.2pp | 68.7%-9.2pp |
| Annual return | 3.91% | 2.83%+1.1pp | 8.27%-4.4pp | 2041.45%-2037.5pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,117 | $2,643-57.7% | $3,382-67.0% | $3,192-65.0% |
| Admin fee / account holder | $9,132 | $3,885+135.0% | $5,275+73.1% | $4,297+112.5% |