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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 | $32,514 | $52,911-38.6% | $73,309-55.6% | $59,633-45.5% |
| Participation rate | 58.5% | 68.2%-9.7pp | 74.9%-16.4pp | 68.7%-10.1pp |
| Annual return | 3.67% | 12.20%-8.5pp | 5.67%-2.0pp | 2041.45%-2037.8pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,315 | $4,069+128.9% | $4,991+86.6% | $3,192+191.9% |
| Admin fee / account holder | $4,624 | $3,835+20.6% | $5,635-17.9% | $4,297+7.6% |