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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 | $100,580 | $54,380+85.0% | $68,509+46.8% | $59,633+68.7% |
| Participation rate | 59.5% | 70.2%-10.7pp | 74.7%-15.2pp | 68.7%-9.1pp |
| Annual return | -1.04% | 2.83%-3.9pp | 8.27%-9.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,158 | $2,643-18.4% | $3,382-36.2% | $3,192-32.4% |
| Admin fee / account holder | $2,741 | $3,885-29.5% | $5,275-48.0% | $4,297-36.2% |