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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 | $32,344 | $70,002-53.8% | $115,037-71.9% | $52,331-38.2% |
| Participation rate | 54.7% | 72.1%-17.4pp | 81.4%-26.6pp | 68.1%-13.4pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,830 | $4,920+59.2% | $6,026+29.9% | $3,022+159.1% |
| Admin fee / account holder | $2,440 | $566+331.1% | $8,175-70.2% | $592+312.4% |