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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 | $64,218 | $82,028-21.7% | $123,105-47.8% | $59,633+7.7% |
| Participation rate | 65.6% | 83.2%-17.6pp | 86.8%-21.2pp | 68.7%-3.0pp |
| Annual return | 3.22% | 5.12%-1.9pp | 13.22%-10.0pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,874 | $4,667+47.3% | $6,229+10.4% | $3,192+115.4% |
| Admin fee / account holder | $7,040 | $5,879+19.8% | $9,014-21.9% | $4,297+63.8% |