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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 | $56,466 | $72,177-21.8% | $115,038-50.9% | $59,633-5.3% |
| Participation rate | 51.7% | 72.6%-20.8pp | 81.4%-29.6pp | 68.7%-16.9pp |
| Annual return | -1.78% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,184 | $4,783+8.4% | $6,026-14.0% | $3,192+62.4% |
| Admin fee / account holder | $4,618 | $4,927-6.3% | $8,175-43.5% | $4,297+7.5% |