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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 | $164,432 | $72,177+127.8% | $115,038+42.9% | $59,633+175.7% |
| Participation rate | 56.9% | 72.6%-15.6pp | 81.4%-24.4pp | 68.7%-11.7pp |
| Annual return | 0.11% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,486 | $4,783+35.6% | $6,026+7.6% | $3,192+103.2% |
| Admin fee / account holder | $4,700 | $4,927-4.6% | $8,175-42.5% | $4,297+9.4% |