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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 | $58,939 | $59,332-0.7% | $90,223-34.7% | $59,633-1.2% |
| Participation rate | 63.3% | 71.9%-8.7pp | 79.0%-15.8pp | 68.7%-5.4pp |
| Annual return | 2.42% | 3.25%-0.8pp | 1.31%+1.1pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $209 | $3,031-93.1% | $4,378-95.2% | $2,203-90.5% |
| Participant deferral / active EE | $3,044 | $4,369-30.3% | $5,792-47.4% | $3,192-4.6% |
| Admin fee / account holder | $13,010 | $5,032+158.5% | $7,406+75.7% | $4,297+202.8% |