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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 | $110,615 | $72,177+53.3% | $115,038-3.8% | $59,633+85.5% |
| Participation rate | 47.1% | 72.6%-25.5pp | 81.4%-34.3pp | 68.7%-21.6pp |
| Annual return | -2.11% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,883 | $4,783-18.8% | $6,026-35.6% | $3,192+21.7% |
| Admin fee / account holder | $7,642 | $4,927+55.1% | $8,175-6.5% | $4,297+77.9% |