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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 | $115,523 | $52,911+118.3% | $73,309+57.6% | $59,633+93.7% |
| Participation rate | 45.5% | 68.2%-22.8pp | 74.9%-29.5pp | 68.7%-23.2pp |
| Annual return | 0.70% | 12.20%-11.5pp | 5.67%-5.0pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,372 | $4,069-41.7% | $4,991-52.5% | $3,192-25.7% |
| Admin fee / account holder | $28,950 | $3,835+654.9% | $5,635+413.8% | $4,297+573.7% |