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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 | $72,947 | $72,177+1.1% | $115,037-36.6% | $59,633+22.3% |
| Participation rate | 40.0% | 72.6%-32.6pp | 81.4%-41.4pp | 68.7%-28.7pp |
| Annual return | -0.11% | 12.02%-12.1pp | 26.14%-26.3pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,000 | $4,783-16.4% | $6,026-33.6% | $3,192+25.3% |
| Admin fee / account holder | $7,130 | $4,927+44.7% | $8,175-12.8% | $4,297+65.9% |