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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 | $25,400 | $72,177-64.8% | $115,038-77.9% | $59,633-57.4% |
| Participation rate | 62.7% | 72.6%-9.8pp | 81.4%-18.6pp | 68.7%-5.9pp |
| Annual return | -0.13% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,820 | $4,783-20.1% | $6,026-36.6% | $3,192+19.7% |
| Admin fee / account holder | $2,344 | $4,927-52.4% | $8,175-71.3% | $4,297-45.4% |