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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 | $58,138 | $54,380+6.9% | $68,509-15.1% | $59,633-2.5% |
| Participation rate | 27.9% | 70.2%-42.3pp | 74.7%-46.8pp | 68.7%-40.8pp |
| Annual return | -2.10% | 2.83%-4.9pp | 8.27%-10.4pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,608 | $2,643-39.2% | $3,382-52.5% | $3,192-49.6% |
| Admin fee / account holder | $1,295 | $3,885-66.7% | $5,275-75.4% | $4,297-69.9% |