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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 | $101,272 | $52,678+92.2% | $75,784+33.6% | $59,633+69.8% |
| Participation rate | 29.3% | 67.2%-37.9pp | 75.8%-46.5pp | 68.7%-39.3pp |
| Annual return | -1.05% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,344 | $2,591-9.5% | $3,652-35.8% | $3,192-26.6% |
| Admin fee / account holder | $716 | $3,610-80.2% | $5,300-86.5% | $4,297-83.3% |