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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 | $82,798 | $72,177+14.7% | $115,038-28.0% | $59,633+38.8% |
| Participation rate | 68.0% | 72.6%-4.6pp | 81.4%-13.4pp | 68.7%-0.7pp |
| Annual return | -2.26% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $20,835 | $4,783+335.6% | $6,026+245.7% | $3,192+552.8% |
| Admin fee / account holder | $9,405 | $4,927+90.9% | $8,175+15.0% | $4,297+118.9% |