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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 | $61,902 | $54,320+14.0% | $67,652-8.5% | $52,331+18.3% |
| Participation rate | 47.1% | 73.6%-26.5pp | 75.7%-28.6pp | 68.1%-21.0pp |
| Annual return | 1.69% | 6.81%-5.1pp | 6625.40%-6623.7pp | 4.54%-2.9pp |
| Employer contribution / active EE | $192 | $1,544-87.6% | $2,266-91.5% | $1,882-89.8% |
| Participant deferral / active EE | $2,374 | $2,950-19.5% | $3,560-33.3% | $3,022-21.5% |
| Admin fee / account holder | $2,769 | $527+425.8% | $4,821-42.6% | $592+368.1% |