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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 | $72,603 | $72,177+0.6% | $115,037-36.9% | $59,633+21.7% |
| Participation rate | 51.4% | 72.6%-21.1pp | 81.4%-29.9pp | 68.7%-17.2pp |
| Annual return | 1.36% | 12.02%-10.7pp | 26.14%-24.8pp | 2041.40%-2040.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,851 | $4,783-40.4% | $6,026-52.7% | $3,192-10.7% |
| Admin fee / account holder | $32,683 | $4,927+563.3% | $8,175+299.8% | $4,297+660.6% |