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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 | $61,223 | $65,704-6.8% | $94,229-35.0% | $59,633+2.7% |
| Participation rate | 63.2% | 72.1%-9.0pp | 78.8%-15.6pp | 68.7%-5.5pp |
| Annual return | 0.31% | 5.22%-4.9pp | 10.68%-10.4pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $339 | $2,021-83.2% | $3,587-90.6% | $2,203-84.6% |
| Participant deferral / active EE | $1,569 | $3,143-50.1% | $4,320-63.7% | $3,192-50.9% |
| Admin fee / account holder | $13,547 | $4,265+217.7% | $6,269+116.1% | $4,297+215.3% |