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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 | $56,480 | $52,678+7.2% | $75,784-25.5% | $59,633-5.3% |
| Participation rate | 50.9% | 67.2%-16.3pp | 75.8%-24.9pp | 68.7%-17.8pp |
| Annual return | -0.14% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $158 | $2,193-92.8% | $3,323-95.2% | $2,203-92.8% |
| Participant deferral / active EE | $1,112 | $2,591-57.1% | $3,652-69.5% | $3,192-65.2% |
| Admin fee / account holder | $2,342 | $3,610-35.1% | $5,300-55.8% | $4,297-45.5% |