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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 | $19,939 | $52,678-62.2% | $75,784-73.7% | $59,633-66.6% |
| Participation rate | 46.9% | 67.2%-20.3pp | 75.8%-28.9pp | 68.7%-21.7pp |
| Annual return | -0.57% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $335 | $2,193-84.7% | $3,323-89.9% | $2,203-84.8% |
| Participant deferral / active EE | $1,561 | $2,591-39.8% | $3,652-57.3% | $3,192-51.1% |
| Admin fee / account holder | $1,360 | $3,610-62.3% | $5,300-74.3% | $4,297-68.4% |