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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 | $56,290 | $54,380+3.5% | $68,509-17.8% | $59,633-5.6% |
| Participation rate | 47.7% | 70.2%-22.5pp | 74.7%-27.0pp | 68.7%-20.9pp |
| Annual return | 0.86% | 2.83%-2.0pp | 8.27%-7.4pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,583 | $2,643-2.3% | $3,382-23.6% | $3,192-19.1% |
| Admin fee / account holder | $2,109 | $3,885-45.7% | $5,275-60.0% | $4,297-50.9% |