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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 | $61,890 | $65,704-5.8% | $94,229-34.3% | $59,633+3.8% |
| Participation rate | 55.4% | 72.1%-16.8pp | 78.8%-23.4pp | 68.7%-13.3pp |
| Annual return | -2.13% | 5.22%-7.3pp | 10.68%-12.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $305 | $2,021-84.9% | $3,587-91.5% | $2,203-86.2% |
| Participant deferral / active EE | $3,050 | $3,143-3.0% | $4,320-29.4% | $3,192-4.4% |
| Admin fee / account holder | $1,535 | $4,265-64.0% | $6,269-75.5% | $4,297-64.3% |