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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 | $50,922 | $52,678-3.3% | $75,784-32.8% | $59,633-14.6% |
| Participation rate | 65.1% | 67.2%-2.2pp | 75.8%-10.8pp | 68.7%-3.6pp |
| Annual return | 0.06% | 2.95%-2.9pp | 9.68%-9.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,443 | $2,591-5.7% | $3,652-33.1% | $3,192-23.5% |
| Admin fee / account holder | $8,113 | $3,610+124.7% | $5,300+53.1% | $4,297+88.8% |