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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 | $54,214 | $45,438+19.3% | $80,004-32.2% | $59,633-9.1% |
| Participation rate | 53.6% | 63.7%-10.2pp | 73.0%-19.4pp | 68.7%-15.1pp |
| Annual return | 2.13% | 5.10%-3.0pp | 7.63%-5.5pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,917 | $2,231-14.1% | $3,204-40.2% | $3,192-39.9% |
| Admin fee / account holder | $16,608 | $3,464+379.4% | $5,033+229.9% | $4,297+286.5% |