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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 | $49,354 | $52,911-6.7% | $73,309-32.7% | $59,633-17.2% |
| Participation rate | 65.6% | 68.2%-2.6pp | 74.9%-9.3pp | 68.7%-3.0pp |
| Annual return | 0.58% | 12.20%-11.6pp | 5.67%-5.1pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,089 | $4,069-48.7% | $4,991-58.2% | $3,192-34.6% |
| Admin fee / account holder | $943 | $3,835-75.4% | $5,635-83.3% | $4,297-78.1% |