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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 | $51,178 | $65,703-22.1% | $94,224-45.7% | $59,632-14.2% |
| Participation rate | 46.4% | 72.1%-25.7pp | 78.8%-32.3pp | 68.7%-22.2pp |
| Annual return | -1.17% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.32%-2042.5pp |
| Employer contribution / active EE | $80 | $2,021-96.1% | $3,587-97.8% | $2,203-96.4% |
| Participant deferral / active EE | $2,696 | $3,143-14.2% | $4,320-37.6% | $3,192-15.5% |
| Admin fee / account holder | $1,953 | $4,264-54.2% | $6,269-68.8% | $4,297-54.5% |