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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 | $58,507 | $72,177-18.9% | $115,037-49.1% | $59,632-1.9% |
| Participation rate | 56.1% | 72.6%-16.4pp | 81.4%-25.2pp | 68.7%-12.5pp |
| Annual return | 0.74% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.32%-2040.6pp |
| Employer contribution / active EE | $297 | $2,841-89.6% | $4,608-93.6% | $2,203-86.5% |
| Participant deferral / active EE | $3,056 | $4,783-36.1% | $6,026-49.3% | $3,192-4.2% |
| Admin fee / account holder | $7,996 | $4,927+62.3% | $8,175-2.2% | $4,297+86.1% |