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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 | $26,537 | $52,678-49.6% | $75,784-65.0% | $59,633-55.5% |
| Participation rate | 38.5% | 67.2%-28.8pp | 75.8%-37.4pp | 68.7%-30.2pp |
| Annual return | 0.42% | 2.95%-2.5pp | 9.68%-9.3pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,664 | $2,591-35.8% | $3,652-54.4% | $3,192-47.9% |
| Admin fee / account holder | $4,621 | $3,610+28.0% | $5,300-12.8% | $4,297+7.5% |