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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 | $66,200 | $65,703+0.8% | $94,228-29.7% | $59,633+11.0% |
| Participation rate | 48.7% | 72.1%-23.4pp | 78.8%-30.1pp | 68.7%-20.0pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,994 | $3,143+27.1% | $4,320-7.6% | $3,192+25.1% |
| Admin fee / account holder | $3,084 | $4,264-27.7% | $6,269-50.8% | $4,297-28.2% |