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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 | $28,886 | $72,177-60.0% | $115,038-74.9% | $59,633-51.6% |
| Participation rate | 45.7% | 72.6%-26.8pp | 81.4%-35.7pp | 68.7%-23.0pp |
| Annual return | 1.05% | 12.02%-11.0pp | 26.14%-25.1pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $308 | $2,841-89.1% | $4,608-93.3% | $2,203-86.0% |
| Participant deferral / active EE | $4,518 | $4,783-5.5% | $6,026-25.0% | $3,192+41.5% |
| Admin fee / account holder | $850 | $4,927-82.7% | $8,175-89.6% | $4,297-80.2% |