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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 | $113,403 | $65,704+72.6% | $94,229+20.3% | $59,633+90.2% |
| Participation rate | 56.0% | 72.1%-16.1pp | 78.8%-22.8pp | 68.7%-12.7pp |
| Annual return | -1.14% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $151 | $2,021-92.5% | $3,587-95.8% | $2,203-93.1% |
| Participant deferral / active EE | $2,085 | $3,143-33.7% | $4,320-51.7% | $3,192-34.7% |
| Admin fee / account holder | $5,871 | $4,265+37.7% | $6,269-6.4% | $4,297+36.6% |