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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 | $116,522 | $73,532+58.5% | $178,540-34.7% | $74,459+56.5% |
| Participation rate | 55.4% | 66.6%-11.1pp | 77.1%-21.7pp | 67.2%-11.8pp |
| Annual return | 13.01% | 17.51%-4.5pp | 27.15%-14.1pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,953-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,717 | $4,519-39.9% | $6,281-56.7% | $4,350-37.5% |
| Admin fee / account holder | $9,596 | $1,813+429.4% | $10,424-7.9% | $1,945+393.4% |