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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 | $26,371 | $52,678-49.9% | $75,784-65.2% | $59,633-55.8% |
| Participation rate | 33.3% | 67.2%-33.9pp | 75.8%-42.5pp | 68.7%-35.3pp |
| Annual return | -1.35% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,172 | $2,591-54.8% | $3,652-67.9% | $3,192-63.3% |
| Admin fee / account holder | $943 | $3,610-73.9% | $5,300-82.2% | $4,297-78.1% |