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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 | $34,443 | $52,678-34.6% | $75,784-54.6% | $59,633-42.2% |
| Participation rate | 62.5% | 67.2%-4.7pp | 75.8%-13.3pp | 68.7%-6.2pp |
| Annual return | -1.29% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $309 | $2,193-85.9% | $3,323-90.7% | $2,203-86.0% |
| Participant deferral / active EE | $2,212 | $2,591-14.6% | $3,652-39.4% | $3,192-30.7% |
| Admin fee / account holder | $2,720 | $3,610-24.7% | $5,300-48.7% | $4,297-36.7% |