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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 | $61,704 | $72,177-14.5% | $115,037-46.4% | $59,633+3.5% |
| Participation rate | 69.1% | 72.6%-3.5pp | 81.4%-12.3pp | 68.7%+0.4pp |
| Annual return | 2.03% | 12.02%-10.0pp | 26.14%-24.1pp | 2041.40%-2039.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,050 | $4,783-15.3% | $6,026-32.8% | $3,192+26.9% |
| Admin fee / account holder | $2,436 | $4,927-50.5% | $8,175-70.2% | $4,297-43.3% |