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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 | $77,722 | $78,694-1.2% | $67,653+14.9% | $125,388-38.0% |
| Participation rate | 45.0% | 78.8%-33.8pp | 75.7%-30.7pp | 83.2%-38.2pp |
| Annual return | 0.93% | 9.46%-8.5pp | 6625.22%-6624.3pp | 282.24%-281.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,018 | $4,292+16.9% | $3,560+41.0% | $5,352-6.2% |
| Admin fee / account holder | $661 | $7,403-91.1% | $4,821-86.3% | $9,541-93.1% |