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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 | $56,200 | $54,380+3.3% | $68,509-18.0% | $59,633-5.8% |
| Participation rate | 66.7% | 70.2%-3.5pp | 74.7%-8.1pp | 68.7%-2.0pp |
| Annual return | -0.35% | 2.83%-3.2pp | 8.27%-8.6pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $12 | $1,539-99.2% | $2,278-99.5% | $2,203-99.5% |
| Participant deferral / active EE | $1,530 | $2,643-42.1% | $3,382-54.8% | $3,192-52.1% |
| Admin fee / account holder | $13,341 | $3,885+243.4% | $5,275+152.9% | $4,297+210.5% |