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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 | $143,731 | $52,519+173.7% | $155,789-7.7% | $59,633+141.0% |
| Participation rate | 68.6% | 61.7%+6.9pp | 76.1%-7.5pp | 68.7%-0.1pp |
| Annual return | 1.07% | 53.51%-52.4pp | 71.54%-70.5pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,403 | $3,084+140.0% | $4,798+54.3% | $3,192+131.9% |
| Admin fee / account holder | $685 | $3,540-80.6% | $7,477-90.8% | $4,297-84.1% |