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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 | $69,878 | $72,177-3.2% | $115,038-39.3% | $59,633+17.2% |
| Participation rate | 54.8% | 72.6%-17.8pp | 81.4%-26.6pp | 68.7%-13.9pp |
| Annual return | 8.37% | 12.02%-3.7pp | 26.14%-17.8pp | 2041.45%-2033.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,151 | $4,783+49.5% | $6,026+18.7% | $3,192+124.0% |
| Admin fee / account holder | $3,470 | $4,927-29.6% | $8,175-57.5% | $4,297-19.2% |