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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 | $54,311 | $72,177-24.8% | $115,038-52.8% | $59,633-8.9% |
| Participation rate | 58.6% | 72.6%-13.9pp | 81.4%-22.7pp | 68.7%-10.0pp |
| Annual return | -1.22% | 12.02%-13.2pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,057 | $4,783-36.1% | $6,026-49.3% | $3,192-4.2% |
| Admin fee / account holder | $392 | $4,927-92.0% | $8,175-95.2% | $4,297-90.9% |