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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 | $69,067 | $72,177-4.3% | $115,038-40.0% | $59,633+15.8% |
| Participation rate | 29.4% | 72.6%-43.1pp | 81.4%-52.0pp | 68.7%-39.3pp |
| Annual return | -0.93% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,378 | $4,783-50.3% | $6,026-60.5% | $3,192-25.5% |
| Admin fee / account holder | $1,028 | $4,927-79.1% | $8,175-87.4% | $4,297-76.1% |