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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 | $63,483 | $54,380+16.7% | $68,509-7.3% | $59,633+6.5% |
| Participation rate | 68.0% | 70.2%-2.2pp | 74.7%-6.7pp | 68.7%-0.7pp |
| Annual return | -0.82% | 2.83%-3.7pp | 8.27%-9.1pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,278 | $2,643-13.8% | $3,382-32.7% | $3,192-28.6% |
| Admin fee / account holder | $1,099 | $3,885-71.7% | $5,275-79.2% | $4,297-74.4% |