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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 | $68,034 | $65,704+3.5% | $94,229-27.8% | $59,633+14.1% |
| Participation rate | 50.0% | 72.1%-22.1pp | 78.8%-28.8pp | 68.7%-18.7pp |
| Annual return | -1.23% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,099 | $3,143-33.2% | $4,320-51.4% | $3,192-34.2% |
| Admin fee / account holder | $4,338 | $4,265+1.7% | $6,269-30.8% | $4,297+1.0% |