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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 | $44,789 | $65,704-31.8% | $94,229-52.5% | $59,633-24.9% |
| Participation rate | 57.9% | 72.1%-14.2pp | 78.8%-20.9pp | 68.7%-10.8pp |
| Annual return | -0.83% | 5.22%-6.1pp | 10.68%-11.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $194 | $2,021-90.4% | $3,587-94.6% | $2,203-91.2% |
| Participant deferral / active EE | $2,900 | $3,143-7.7% | $4,320-32.9% | $3,192-9.1% |
| Admin fee / account holder | $702 | $4,265-83.5% | $6,269-88.8% | $4,297-83.7% |