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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 | $123,159 | $65,704+87.4% | $94,229+30.7% | $59,633+106.5% |
| Participation rate | 58.1% | 72.1%-14.0pp | 78.8%-20.6pp | 68.7%-10.5pp |
| Annual return | -0.95% | 5.22%-6.2pp | 10.68%-11.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,277 | $3,143+4.3% | $4,320-24.1% | $3,192+2.7% |
| Admin fee / account holder | $4,431 | $4,265+3.9% | $6,269-29.3% | $4,297+3.1% |