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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 | $55,183 | $72,177-23.5% | $115,038-52.0% | $59,633-7.5% |
| Participation rate | 40.0% | 72.6%-32.6pp | 81.4%-41.4pp | 68.7%-28.7pp |
| Annual return | 8.36% | 12.02%-3.7pp | 26.14%-17.8pp | 2041.45%-2033.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,770 | $4,783-21.2% | $6,026-37.4% | $3,192+18.1% |
| Admin fee / account holder | $3,522 | $4,927-28.5% | $8,175-56.9% | $4,297-18.0% |