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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 | $70,319 | $72,177-2.6% | $115,038-38.9% | $59,633+17.9% |
| Participation rate | 60.4% | 72.6%-12.1pp | 81.4%-20.9pp | 68.7%-8.2pp |
| Annual return | 0.16% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $279 | $2,841-90.2% | $4,608-94.0% | $2,203-87.3% |
| Participant deferral / active EE | $3,426 | $4,783-28.4% | $6,026-43.2% | $3,192+7.3% |
| Admin fee / account holder | $7,349 | $4,927+49.2% | $8,175-10.1% | $4,297+71.0% |