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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 | $36,496 | $45,438-19.7% | $80,004-54.4% | $59,633-38.8% |
| Participation rate | 38.9% | 63.7%-24.8pp | 73.0%-34.1pp | 68.7%-29.8pp |
| Annual return | -1.59% | 5.10%-6.7pp | 7.63%-9.2pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,121 | $2,231-49.7% | $3,204-65.0% | $3,192-64.9% |
| Admin fee / account holder | $509 | $3,464-85.3% | $5,033-89.9% | $4,297-88.2% |