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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 | $127,248 | $41,981+203.1% | $63,412+100.7% | $59,633+113.4% |
| Participation rate | 38.9% | 60.3%-21.4pp | 67.1%-28.2pp | 68.7%-29.8pp |
| Annual return | 1.48% | 13.04%-11.6pp | 4.04%-2.6pp | 2041.40%-2039.9pp |
| Employer contribution / active EE | $5 | $1,287-99.6% | $1,814-99.7% | $2,203-99.8% |
| Participant deferral / active EE | $1,847 | $2,002-7.7% | $2,496-26.0% | $3,192-42.1% |
| Admin fee / account holder | $8,233 | $3,509+134.6% | $3,753+119.4% | $4,297+91.6% |