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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 | $18,789 | $52,678-64.3% | $75,784-75.2% | $59,633-68.5% |
| Participation rate | 40.5% | 67.2%-26.7pp | 75.8%-35.3pp | 68.7%-28.1pp |
| Annual return | 0.06% | 2.95%-2.9pp | 9.68%-9.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $216 | $2,193-90.1% | $3,323-93.5% | $2,203-90.2% |
| Participant deferral / active EE | $1,850 | $2,591-28.6% | $3,652-49.3% | $3,192-42.0% |
| Admin fee / account holder | $7,244 | $3,610+100.7% | $5,300+36.7% | $4,297+68.6% |