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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 | $80,473 | $72,177+11.5% | $115,038-30.0% | $59,633+34.9% |
| Participation rate | 65.7% | 72.6%-6.9pp | 81.4%-15.7pp | 68.7%-3.0pp |
| Annual return | 1.09% | 12.02%-10.9pp | 26.14%-25.1pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,565 | $4,783+16.4% | $6,026-7.6% | $3,192+74.4% |
| Admin fee / account holder | $5,161 | $4,927+4.8% | $8,175-36.9% | $4,297+20.1% |