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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 | $40,883 | $72,177-43.4% | $115,037-64.5% | $59,633-31.4% |
| Participation rate | 52.8% | 72.6%-19.8pp | 81.4%-28.6pp | 68.7%-15.9pp |
| Annual return | -2.02% | 12.02%-14.0pp | 26.14%-28.2pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,010 | $4,783-58.0% | $6,026-66.6% | $3,192-37.0% |
| Admin fee / account holder | $2,099 | $4,927-57.4% | $8,175-74.3% | $4,297-51.2% |