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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 | $55,862 | $65,704-15.0% | $94,229-40.7% | $59,633-6.3% |
| Participation rate | 57.8% | 72.1%-14.3pp | 78.8%-20.9pp | 68.7%-10.8pp |
| Annual return | 1.04% | 5.22%-4.2pp | 10.68%-9.6pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $219 | $2,021-89.1% | $3,587-93.9% | $2,203-90.0% |
| Participant deferral / active EE | $3,472 | $3,143+10.5% | $4,320-19.6% | $3,192+8.8% |
| Admin fee / account holder | $2,206 | $4,265-48.3% | $6,269-64.8% | $4,297-48.7% |