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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 | $62,901 | $52,911+18.9% | $73,309-14.2% | $59,633+5.5% |
| Participation rate | 57.6% | 68.2%-10.6pp | 74.9%-17.3pp | 68.7%-11.0pp |
| Annual return | 5.50% | 12.20%-6.7pp | 5.67%-0.2pp | 2041.45%-2035.9pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,108 | $4,069+148.4% | $4,991+102.5% | $3,192+216.7% |
| Admin fee / account holder | $5,435 | $3,835+41.7% | $5,635-3.5% | $4,297+26.5% |