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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 | $43,195 | $52,678-18.0% | $75,784-43.0% | $59,633-27.6% |
| Participation rate | 43.9% | 67.2%-23.3pp | 75.8%-31.9pp | 68.7%-24.8pp |
| Annual return | -1.44% | 2.95%-4.4pp | 9.68%-11.1pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,594 | $2,591-38.5% | $3,652-56.3% | $3,192-50.0% |
| Admin fee / account holder | $459 | $3,610-87.3% | $5,300-91.3% | $4,297-89.3% |