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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 | $70,883 | $54,380+30.3% | $68,509+3.5% | $59,633+18.9% |
| Participation rate | 31.3% | 70.2%-38.9pp | 74.7%-43.5pp | 68.7%-37.4pp |
| Annual return | 0.88% | 2.83%-2.0pp | 8.27%-7.4pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,147 | $2,643+56.9% | $3,382+22.6% | $3,192+29.9% |
| Admin fee / account holder | $362 | $3,885-90.7% | $5,275-93.1% | $4,297-91.6% |