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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 | $33,338 | $52,911-37.0% | $73,309-54.5% | $59,633-44.1% |
| Participation rate | 40.9% | 68.2%-27.3pp | 74.9%-34.0pp | 68.7%-27.8pp |
| Annual return | 2.54% | 12.20%-9.7pp | 5.67%-3.1pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,699 | $4,069-58.2% | $4,991-65.9% | $3,192-46.8% |
| Admin fee / account holder | $7,349 | $3,835+91.6% | $5,635+30.4% | $4,297+71.0% |