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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 | $39,112 | $72,177-45.8% | $115,037-66.0% | $59,633-34.4% |
| Participation rate | 41.2% | 72.6%-31.4pp | 81.4%-40.2pp | 68.7%-27.5pp |
| Annual return | -1.75% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,245 | $4,783-11.2% | $6,026-29.6% | $3,192+33.0% |
| Admin fee / account holder | $4,104 | $4,927-16.7% | $8,175-49.8% | $4,297-4.5% |