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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 | $34,404 | $52,911-35.0% | $73,309-53.1% | $59,633-42.3% |
| Participation rate | 37.4% | 68.2%-30.9pp | 74.9%-37.5pp | 68.7%-31.3pp |
| Annual return | -0.83% | 12.20%-13.0pp | 5.67%-6.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,064 | $4,069-24.7% | $4,991-38.6% | $3,192-4.0% |
| Admin fee / account holder | $2,121 | $3,835-44.7% | $5,635-62.4% | $4,297-50.6% |