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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 | $35,946 | $54,380-33.9% | $68,509-47.5% | $59,633-39.7% |
| Participation rate | 48.5% | 70.2%-21.7pp | 74.7%-26.2pp | 68.7%-20.2pp |
| Annual return | -0.92% | 2.83%-3.8pp | 8.27%-9.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $13 | $1,539-99.2% | $2,278-99.4% | $2,203-99.4% |
| Participant deferral / active EE | $1,228 | $2,643-53.6% | $3,382-63.7% | $3,192-61.5% |
| Admin fee / account holder | $2,872 | $3,885-26.1% | $5,275-45.5% | $4,297-33.2% |