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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 | $59,366 | $45,438+30.7% | $80,004-25.8% | $59,633-0.4% |
| Participation rate | 58.1% | 63.7%-5.6pp | 73.0%-14.9pp | 68.7%-10.5pp |
| Annual return | -0.67% | 5.10%-5.8pp | 7.63%-8.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,475 | $2,231+11.0% | $3,204-22.7% | $3,192-22.4% |
| Admin fee / account holder | $1,627 | $3,464-53.0% | $5,033-67.7% | $4,297-62.1% |