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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 | $83,507 | $82,028+1.8% | $123,105-32.2% | $59,633+40.0% |
| Participation rate | 65.9% | 83.2%-17.3pp | 86.8%-20.9pp | 68.7%-2.8pp |
| Annual return | 0.62% | 5.12%-4.5pp | 13.22%-12.6pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,000 | $4,667-35.7% | $6,229-51.8% | $3,192-6.0% |
| Admin fee / account holder | $1,087 | $5,879-81.5% | $9,014-87.9% | $4,297-74.7% |