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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 | $25,949 | $78,694-67.0% | $67,652-61.6% | $125,389-79.3% |
| Participation rate | 47.1% | 78.8%-31.7pp | 75.7%-28.6pp | 83.2%-36.1pp |
| Annual return | 0.43% | 9.46%-9.0pp | 6625.40%-6625.0pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,611 | $4,292-62.5% | $3,560-54.8% | $5,352-69.9% |
| Admin fee / account holder | $26,148 | $7,403+253.2% | $4,821+442.4% | $9,541+174.1% |