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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 | $68,531 | $52,678+30.1% | $75,784-9.6% | $59,633+14.9% |
| Participation rate | 40.7% | 67.2%-26.5pp | 75.8%-35.1pp | 68.7%-27.9pp |
| Annual return | -0.72% | 2.95%-3.7pp | 9.68%-10.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,394 | $2,591-7.6% | $3,652-34.4% | $3,192-25.0% |
| Admin fee / account holder | $16,761 | $3,610+364.3% | $5,300+216.3% | $4,297+290.1% |