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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 | $35,572 | $52,678-32.5% | $75,784-53.1% | $59,633-40.3% |
| Participation rate | 50.9% | 67.2%-16.3pp | 75.8%-24.9pp | 68.7%-17.7pp |
| Annual return | -1.74% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $238 | $2,193-89.1% | $3,323-92.8% | $2,203-89.2% |
| Participant deferral / active EE | $1,691 | $2,591-34.7% | $3,652-53.7% | $3,192-47.0% |
| Admin fee / account holder | $6,326 | $3,610+75.2% | $5,300+19.4% | $4,297+47.2% |