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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 | $37,627 | $72,177-47.9% | $115,038-67.3% | $59,633-36.9% |
| Participation rate | 59.6% | 72.6%-13.0pp | 81.4%-21.8pp | 68.7%-9.1pp |
| Annual return | -1.60% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,933 | $4,783+24.1% | $6,026-1.5% | $3,192+85.9% |
| Admin fee / account holder | $2,981 | $4,927-39.5% | $8,175-63.5% | $4,297-30.6% |