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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 | $66,396 | $65,703+1.1% | $94,228-29.5% | $59,633+11.3% |
| Participation rate | 61.4% | 72.1%-10.8pp | 78.8%-17.4pp | 68.7%-7.3pp |
| Annual return | -0.01% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,934 | $3,143-6.6% | $4,320-32.1% | $3,192-8.1% |
| Admin fee / account holder | $10,647 | $4,264+149.7% | $6,269+69.8% | $4,297+147.8% |