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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 | $75,402 | $72,177+4.5% | $115,037-34.5% | $59,633+26.4% |
| Participation rate | 68.1% | 72.6%-4.5pp | 81.4%-13.3pp | 68.7%-0.6pp |
| Annual return | 1.13% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,275 | $4,783+73.0% | $6,026+37.3% | $3,192+159.3% |
| Admin fee / account holder | $1,844 | $4,927-62.6% | $8,175-77.4% | $4,297-57.1% |