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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 | $63,845 | $82,028-22.2% | $123,105-48.1% | $59,633+7.1% |
| Participation rate | 61.3% | 83.2%-21.9pp | 86.8%-25.5pp | 68.7%-7.4pp |
| Annual return | 2.24% | 5.12%-2.9pp | 13.22%-11.0pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,257 | $4,667-30.2% | $6,229-47.7% | $3,192+2.1% |
| Admin fee / account holder | $442 | $5,879-92.5% | $9,014-95.1% | $4,297-89.7% |