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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 | $29,771 | $54,380-45.3% | $68,509-56.5% | $59,633-50.1% |
| Participation rate | 46.7% | 70.2%-23.5pp | 74.7%-28.1pp | 68.7%-22.0pp |
| Annual return | -0.81% | 2.83%-3.6pp | 8.27%-9.1pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,280 | $2,643-51.6% | $3,382-62.2% | $3,192-59.9% |
| Admin fee / account holder | $3,142 | $3,885-19.1% | $5,275-40.4% | $4,297-26.9% |