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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 | $21,758 | $65,082-66.6% | $81,367-73.3% | $59,633-63.5% |
| Participation rate | 29.6% | 76.0%-46.3pp | 82.3%-52.7pp | 68.7%-39.0pp |
| Annual return | -1.50% | 1.16%-2.7pp | -0.92%-0.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $2,934-100.0% | $3,930-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,909 | $4,083-28.8% | $5,383-46.0% | $3,192-8.9% |
| Admin fee / account holder | $9,342 | $7,582+23.2% | $8,926+4.7% | $4,297+117.4% |