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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 | $28,346 | $40,275-29.6% | $57,356-50.6% | $59,633-52.5% |
| Participation rate | 20.0% | 69.1%-49.1pp | 75.1%-55.1pp | 68.7%-48.7pp |
| Annual return | -0.10% | 27.52%-27.6pp | 24.41%-24.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,119 | $2,400-53.4% | $3,162-64.6% | $3,192-64.9% |
| Admin fee / account holder | $17,317 | $2,820+514.0% | $3,357+415.8% | $4,297+303.0% |