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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 | $42,271 | $72,177-41.4% | $115,038-63.3% | $59,633-29.1% |
| Participation rate | 44.4% | 72.6%-28.1pp | 81.4%-36.9pp | 68.7%-24.2pp |
| Annual return | -2.33% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $86 | $2,841-97.0% | $4,608-98.1% | $2,203-96.1% |
| Participant deferral / active EE | $2,766 | $4,783-42.2% | $6,026-54.1% | $3,192-13.3% |
| Admin fee / account holder | $7,591 | $4,927+54.1% | $8,175-7.2% | $4,297+76.7% |