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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 | $81,194 | $72,177+12.5% | $115,038-29.4% | $59,633+36.2% |
| Participation rate | 44.4% | 72.6%-28.1pp | 81.4%-36.9pp | 68.7%-24.2pp |
| Annual return | -0.57% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,040 | $4,783+26.3% | $6,026+0.2% | $3,192+89.3% |
| Admin fee / account holder | $35,661 | $4,927+623.8% | $8,175+336.2% | $4,297+729.9% |