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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 | $24,040 | $52,678-54.4% | $75,784-68.3% | $59,633-59.7% |
| Participation rate | 39.5% | 67.2%-27.7pp | 75.8%-36.3pp | 68.7%-29.1pp |
| Annual return | -2.89% | 2.95%-5.8pp | 9.68%-12.6pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,138 | $2,591-56.1% | $3,652-68.8% | $3,192-64.3% |
| Admin fee / account holder | $1,771 | $3,610-50.9% | $5,300-66.6% | $4,297-58.8% |