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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 | $60,798 | $52,678+15.4% | $75,784-19.8% | $59,633+2.0% |
| Participation rate | 51.1% | 67.2%-16.2pp | 75.8%-24.8pp | 68.7%-17.6pp |
| Annual return | 5.41% | 2.95%+2.5pp | 9.68%-4.3pp | 2041.40%-2036.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,665 | $2,591+80.1% | $3,652+27.7% | $3,192+46.2% |
| Admin fee / account holder | $1,810 | $3,610-49.9% | $5,300-65.8% | $4,297-57.9% |