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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 | $24,963 | $72,177-65.4% | $115,037-78.3% | $59,633-58.1% |
| Participation rate | 48.6% | 72.6%-23.9pp | 81.4%-32.7pp | 68.7%-20.0pp |
| Annual return | -1.26% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,770 | $4,783+41.5% | $6,026+12.3% | $3,192+112.1% |
| Admin fee / account holder | $505 | $4,927-89.7% | $8,175-93.8% | $4,297-88.2% |