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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 | $71,394 | $82,028-13.0% | $123,105-42.0% | $59,633+19.7% |
| Participation rate | 61.3% | 83.2%-21.9pp | 86.8%-25.5pp | 68.7%-7.4pp |
| Annual return | 0.82% | 5.12%-4.3pp | 13.22%-12.4pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,232 | $4,667+55.0% | $6,229+16.1% | $3,192+126.6% |
| Admin fee / account holder | $1,537 | $5,879-73.9% | $9,014-83.0% | $4,297-64.2% |