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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 | $49,145 | $52,678-6.7% | $75,784-35.2% | $59,633-17.6% |
| Participation rate | 36.8% | 67.2%-30.4pp | 75.8%-39.0pp | 68.7%-31.8pp |
| Annual return | -1.96% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,446 | $2,591-44.2% | $3,652-60.4% | $3,192-54.7% |
| Admin fee / account holder | $27,886 | $3,610+672.5% | $5,300+426.2% | $4,297+549.0% |