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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 | $36,664 | $52,678-30.4% | $75,784-51.6% | $59,633-38.5% |
| Participation rate | 44.8% | 67.2%-22.4pp | 75.8%-31.0pp | 68.7%-23.8pp |
| Annual return | -1.74% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,752 | $2,591+6.2% | $3,652-24.6% | $3,192-13.8% |
| Admin fee / account holder | $3,415 | $3,610-5.4% | $5,300-35.6% | $4,297-20.5% |