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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 | $172,122 | $72,177+138.5% | $115,038+49.6% | $59,633+188.6% |
| Participation rate | 56.1% | 72.6%-16.4pp | 81.4%-25.2pp | 68.7%-12.5pp |
| Annual return | 1.47% | 12.02%-10.6pp | 26.14%-24.7pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,897 | $4,783-18.5% | $6,026-35.3% | $3,192+22.1% |
| Admin fee / account holder | $25,933 | $4,927+426.3% | $8,175+217.2% | $4,297+503.5% |