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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 | $96,772 | $82,028+18.0% | $123,105-21.4% | $59,633+62.3% |
| Participation rate | 64.7% | 83.2%-18.5pp | 86.8%-22.1pp | 68.7%-4.0pp |
| Annual return | -0.34% | 5.12%-5.5pp | 13.22%-13.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $825 | $3,297-75.0% | $5,151-84.0% | $2,203-62.6% |
| Participant deferral / active EE | $2,516 | $4,667-46.1% | $6,229-59.6% | $3,192-21.2% |
| Admin fee / account holder | $44,671 | $5,879+659.9% | $9,014+395.6% | $4,297+939.6% |