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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 | $80,571 | $72,177+11.6% | $115,038-30.0% | $59,633+35.1% |
| Participation rate | 65.4% | 72.6%-7.2pp | 81.4%-16.0pp | 68.7%-3.3pp |
| Annual return | -1.30% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,193 | $4,783+29.5% | $6,026+2.8% | $3,192+94.0% |
| Admin fee / account holder | $2,085 | $4,927-57.7% | $8,175-74.5% | $4,297-51.5% |