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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 | $111,297 | $65,703+69.4% | $94,228+18.1% | $59,633+86.6% |
| Participation rate | 27.3% | 72.1%-44.8pp | 78.8%-51.5pp | 68.7%-41.4pp |
| Annual return | -0.45% | 5.22%-5.7pp | 10.68%-11.1pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $203 | $2,021-90.0% | $3,587-94.4% | $2,203-90.8% |
| Participant deferral / active EE | $1,546 | $3,143-50.8% | $4,320-64.2% | $3,192-51.6% |
| Admin fee / account holder | $17,176 | $4,264+302.8% | $6,269+174.0% | $4,297+299.7% |