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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 | $72,480 | $65,704+10.3% | $94,229-23.1% | $59,633+21.5% |
| Participation rate | 59.0% | 72.1%-13.1pp | 78.8%-19.8pp | 68.7%-9.7pp |
| Annual return | 1.29% | 5.22%-3.9pp | 10.68%-9.4pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,910 | $3,143-7.4% | $4,320-32.7% | $3,192-8.8% |
| Admin fee / account holder | $2,197 | $4,265-48.5% | $6,269-65.0% | $4,297-48.9% |