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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 | $34,496 | $40,275-14.3% | $57,356-39.9% | $59,633-42.2% |
| Participation rate | 29.3% | 69.1%-39.8pp | 75.1%-45.7pp | 68.7%-39.3pp |
| Annual return | 0.00% | 27.52%-27.5pp | 24.41%-24.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $921 | $2,400-61.6% | $3,162-70.9% | $3,192-71.1% |
| Admin fee / account holder | $372 | $2,820-86.8% | $3,357-88.9% | $4,297-91.3% |