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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 | $219,341 | $52,678+316.4% | $75,782+189.4% | $59,632+267.8% |
| Participation rate | 51.4% | 67.2%-15.8pp | 75.8%-24.4pp | 68.7%-17.2pp |
| Annual return | 0.07% | 2.95%-2.9pp | 9.68%-9.6pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,861 | $2,591+126.2% | $3,652+60.5% | $3,192+83.6% |
| Admin fee / account holder | $1,564 | $3,610-56.7% | $5,300-70.5% | $4,297-63.6% |