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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 | $65,668 | $72,177-9.0% | $115,037-42.9% | $59,633+10.1% |
| Participation rate | 46.7% | 72.6%-25.9pp | 81.4%-34.7pp | 68.7%-22.0pp |
| Annual return | -1.84% | 12.02%-13.9pp | 26.14%-28.0pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,288 | $4,783-52.2% | $6,026-62.0% | $3,192-28.3% |
| Admin fee / account holder | $2,659 | $4,927-46.0% | $8,175-67.5% | $4,297-38.1% |