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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 | $16,988 | $52,678-67.8% | $75,784-77.6% | $59,633-71.5% |
| Participation rate | 32.4% | 67.2%-34.9pp | 75.8%-43.5pp | 68.7%-36.3pp |
| Annual return | -1.80% | 2.95%-4.8pp | 9.68%-11.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,517 | $2,591-41.4% | $3,652-58.5% | $3,192-52.5% |
| Admin fee / account holder | $2,099 | $3,610-41.9% | $5,300-60.4% | $4,297-51.2% |