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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 | $23,353 | $40,275-42.0% | $57,356-59.3% | $59,633-60.8% |
| Participation rate | 31.7% | 69.1%-37.5pp | 75.1%-43.4pp | 68.7%-37.0pp |
| Annual return | 0.05% | 27.52%-27.5pp | 24.41%-24.4pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,184 | $2,400-50.7% | $3,162-62.6% | $3,192-62.9% |
| Admin fee / account holder | $8,070 | $2,820+186.1% | $3,357+140.4% | $4,297+87.8% |