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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 | $38,451 | $52,678-27.0% | $75,784-49.3% | $59,633-35.5% |
| Participation rate | 61.2% | 67.2%-6.0pp | 75.8%-14.6pp | 68.7%-7.5pp |
| Annual return | -1.79% | 2.95%-4.7pp | 9.68%-11.5pp | 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 | $2,620 | $2,591+1.1% | $3,652-28.2% | $3,192-17.9% |
| Admin fee / account holder | $2,202 | $3,610-39.0% | $5,300-58.5% | $4,297-48.8% |