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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 | $103,728 | $72,177+43.7% | $115,037-9.8% | $59,633+73.9% |
| Participation rate | 61.2% | 72.6%-11.3pp | 81.4%-20.1pp | 68.7%-7.4pp |
| Annual return | -1.05% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,478 | $4,783+56.4% | $6,026+24.1% | $3,192+134.3% |
| Admin fee / account holder | $11,684 | $4,927+137.1% | $8,175+42.9% | $4,297+171.9% |