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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 | $68,147 | $52,678+29.4% | $75,784-10.1% | $59,633+14.3% |
| Participation rate | 26.7% | 67.2%-40.6pp | 75.8%-49.2pp | 68.7%-42.0pp |
| Annual return | -1.27% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,565 | $2,591-39.6% | $3,652-57.2% | $3,192-51.0% |
| Admin fee / account holder | $3,709 | $3,610+2.7% | $5,300-30.0% | $4,297-13.7% |