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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 | $64,734 | $54,380+19.0% | $68,509-5.5% | $59,633+8.6% |
| Participation rate | 62.7% | 70.2%-7.5pp | 74.7%-12.0pp | 68.7%-6.0pp |
| Annual return | 2.10% | 2.83%-0.7pp | 8.27%-6.2pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,709 | $2,643+40.3% | $3,382+9.7% | $3,192+16.2% |
| Admin fee / account holder | $5,408 | $3,885+39.2% | $5,275+2.5% | $4,297+25.9% |