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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 | $31,960 | $41,981-23.9% | $63,412-49.6% | $59,633-46.4% |
| Participation rate | 67.7% | 60.3%+7.5pp | 67.1%+0.6pp | 68.7%-0.9pp |
| Annual return | 0.00% | 13.04%-13.0pp | 4.04%-4.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,287-100.0% | $1,814-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,735 | $2,002+236.5% | $2,496+169.9% | $3,192+111.0% |
| Admin fee / account holder | $323 | $3,509-90.8% | $3,753-91.4% | $4,297-92.5% |