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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 | $41,371 | $72,177-42.7% | $115,038-64.0% | $59,633-30.6% |
| Participation rate | 57.7% | 72.6%-14.9pp | 81.4%-23.7pp | 68.7%-11.0pp |
| Annual return | 0.39% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,759 | $4,783+83.1% | $6,026+45.3% | $3,192+174.4% |
| Admin fee / account holder | $4,223 | $4,927-14.3% | $8,175-48.3% | $4,297-1.7% |