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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 | $31,770 | $48,050-33.9% | $85,969-63.0% | $59,633-46.7% |
| Participation rate | 60.0% | 64.5%-4.5pp | 76.5%-16.5pp | 68.7%-8.7pp |
| Annual return | -0.17% | 0.29%-0.5pp | 9.32%-9.5pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,192 | $2,249-47.0% | $3,829-68.9% | $3,192-62.7% |
| Admin fee / account holder | $2,618 | $3,206-18.3% | $6,053-56.8% | $4,297-39.1% |