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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 | $60,000 | $52,678+13.9% | $75,784-20.8% | $59,633+0.6% |
| Participation rate | 68.0% | 67.2%+0.8pp | 75.8%-7.8pp | 68.7%-0.7pp |
| Annual return | -1.03% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $141 | $2,193-93.6% | $3,323-95.8% | $2,203-93.6% |
| Participant deferral / active EE | $2,812 | $2,591+8.6% | $3,652-23.0% | $3,192-11.9% |
| Admin fee / account holder | $6,081 | $3,610+68.5% | $5,300+14.7% | $4,297+41.5% |