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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 | $50,816 | $54,380-6.6% | $68,509-25.8% | $59,633-14.8% |
| Participation rate | 38.0% | 70.2%-32.2pp | 74.7%-36.7pp | 68.7%-30.6pp |
| Annual return | -1.33% | 2.83%-4.2pp | 8.27%-9.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $65 | $1,539-95.7% | $2,278-97.1% | $2,203-97.0% |
| Participant deferral / active EE | $1,750 | $2,643-33.8% | $3,382-48.3% | $3,192-45.2% |
| Admin fee / account holder | $4,307 | $3,885+10.9% | $5,275-18.3% | $4,297+0.2% |