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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 | $73,450 | $45,438+61.7% | $80,004-8.2% | $59,633+23.2% |
| Participation rate | 55.6% | 63.7%-8.2pp | 73.0%-17.5pp | 68.7%-13.1pp |
| Annual return | 0.06% | 5.10%-5.0pp | 7.63%-7.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,048 | $2,231-53.0% | $3,204-67.3% | $3,192-67.2% |
| Admin fee / account holder | $1,981 | $3,464-42.8% | $5,033-60.6% | $4,297-53.9% |