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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 | $62,224 | $52,678+18.1% | $75,784-17.9% | $59,633+4.3% |
| Participation rate | 43.0% | 67.2%-24.2pp | 75.8%-32.8pp | 68.7%-25.7pp |
| Annual return | -1.63% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,009 | $2,591-22.4% | $3,652-45.0% | $3,192-37.0% |
| Admin fee / account holder | $9,570 | $3,610+165.1% | $5,300+80.6% | $4,297+122.7% |