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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 | $81,570 | $54,380+50.0% | $68,509+19.1% | $59,633+36.8% |
| Participation rate | 67.2% | 70.2%-3.0pp | 74.7%-7.6pp | 68.7%-1.5pp |
| Annual return | 3.08% | 2.83%+0.2pp | 8.27%-5.2pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $149 | $1,539-90.3% | $2,278-93.5% | $2,203-93.2% |
| Participant deferral / active EE | $1,634 | $2,643-38.2% | $3,382-51.7% | $3,192-48.8% |
| Admin fee / account holder | $1,576 | $3,885-59.4% | $5,275-70.1% | $4,297-63.3% |