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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 | $55,018 | $72,177-23.8% | $115,038-52.2% | $59,633-7.7% |
| Participation rate | 66.7% | 72.6%-5.9pp | 81.4%-14.7pp | 68.7%-2.0pp |
| Annual return | 0.20% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,046 | $4,783-15.4% | $6,026-32.9% | $3,192+26.8% |
| Admin fee / account holder | $3,354 | $4,927-31.9% | $8,175-59.0% | $4,297-21.9% |