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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 | $56,429 | $52,903+6.7% | $73,309-23.0% | $59,632-5.4% |
| Participation rate | 37.0% | 68.2%-31.2pp | 74.9%-37.9pp | 68.7%-31.6pp |
| Annual return | 0.06% | 12.20%-12.1pp | 5.67%-5.6pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,107 | $4,069-23.7% | $4,991-37.8% | $3,192-2.7% |
| Admin fee / account holder | $1,514 | $3,834-60.5% | $5,637-73.1% | $4,297-64.8% |