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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 | $84,716 | $52,678+60.8% | $75,784+11.8% | $59,633+42.1% |
| Participation rate | 39.0% | 67.2%-28.2pp | 75.8%-36.8pp | 68.7%-29.6pp |
| Annual return | 0.11% | 2.95%-2.8pp | 9.68%-9.6pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $218 | $2,193-90.1% | $3,323-93.4% | $2,203-90.1% |
| Participant deferral / active EE | $2,417 | $2,591-6.7% | $3,652-33.8% | $3,192-24.3% |
| Admin fee / account holder | $26,355 | $3,610+630.0% | $5,300+397.3% | $4,297+513.3% |