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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 | $43,968 | $52,678-16.5% | $75,784-42.0% | $59,633-26.3% |
| Participation rate | 53.1% | 67.2%-14.1pp | 75.8%-22.7pp | 68.7%-15.6pp |
| Annual return | -1.39% | 2.95%-4.3pp | 9.68%-11.1pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $187 | $2,193-91.5% | $3,323-94.4% | $2,203-91.5% |
| Participant deferral / active EE | $1,409 | $2,591-45.6% | $3,652-61.4% | $3,192-55.8% |
| Admin fee / account holder | $3,128 | $3,610-13.4% | $5,300-41.0% | $4,297-27.2% |