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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 | $41,203 | $72,177-42.9% | $115,038-64.2% | $59,633-30.9% |
| Participation rate | 56.3% | 72.6%-16.3pp | 81.4%-25.1pp | 68.7%-12.4pp |
| Annual return | -0.95% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,550 | $4,783+16.0% | $6,026-7.9% | $3,192+73.9% |
| Admin fee / account holder | $10,828 | $4,927+119.8% | $8,175+32.4% | $4,297+152.0% |