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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 | $42,372 | $72,177-41.3% | $115,038-63.2% | $59,633-28.9% |
| Participation rate | 62.5% | 72.6%-10.1pp | 81.4%-18.9pp | 68.7%-6.2pp |
| Annual return | 0.11% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,731 | $4,783-1.1% | $6,026-21.5% | $3,192+48.2% |
| Admin fee / account holder | $9,669 | $4,927+96.2% | $8,175+18.3% | $4,297+125.0% |