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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 | $45,058 | $52,678-14.5% | $75,784-40.5% | $59,633-24.4% |
| Participation rate | 32.0% | 67.2%-35.2pp | 75.8%-43.8pp | 68.7%-36.7pp |
| Annual return | -0.30% | 2.95%-3.3pp | 9.68%-10.0pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,297 | $2,591-11.3% | $3,652-37.1% | $3,192-28.0% |
| Admin fee / account holder | $574 | $3,610-84.1% | $5,300-89.2% | $4,297-86.7% |