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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 | $59,698 | $52,911+12.8% | $73,309-18.6% | $59,633+0.1% |
| Participation rate | 45.3% | 68.2%-22.9pp | 74.9%-29.6pp | 68.7%-23.4pp |
| Annual return | -1.24% | 12.20%-13.4pp | 5.67%-6.9pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,754 | $4,069-56.9% | $4,991-64.9% | $3,192-45.1% |
| Admin fee / account holder | $17,768 | $3,835+363.3% | $5,635+215.3% | $4,297+313.5% |