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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 | $30,405 | $75,832-59.9% | $147,617-79.4% | $59,633-49.0% |
| Participation rate | 35.7% | 71.6%-35.8pp | 84.6%-48.9pp | 68.7%-33.0pp |
| Annual return | 0.32% | 0.37%0pp | 61.98%-61.7pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,198 | $3,131-61.7% | $4,895-75.5% | $3,192-62.5% |
| Admin fee / account holder | $802 | $5,986-86.6% | $11,612-93.1% | $4,297-81.3% |