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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 | $39,354 | $65,704-40.1% | $94,229-58.2% | $59,633-34.0% |
| Participation rate | 50.0% | 72.1%-22.1pp | 78.8%-28.8pp | 68.7%-18.7pp |
| Annual return | 1.19% | 5.22%-4.0pp | 10.68%-9.5pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,717 | $3,143-45.4% | $4,320-60.3% | $3,192-46.2% |
| Admin fee / account holder | $826 | $4,265-80.6% | $6,269-86.8% | $4,297-80.8% |