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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 | $27,931 | $65,704-57.5% | $94,229-70.4% | $59,633-53.2% |
| Participation rate | 54.8% | 72.1%-17.3pp | 78.8%-23.9pp | 68.7%-13.8pp |
| Annual return | -2.21% | 5.22%-7.4pp | 10.68%-12.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,357 | $3,143+6.8% | $4,320-22.3% | $3,192+5.2% |
| Admin fee / account holder | $1,158 | $4,265-72.8% | $6,269-81.5% | $4,297-73.1% |