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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 | $64,002 | $52,678+21.5% | $75,784-15.5% | $59,633+7.3% |
| Participation rate | 61.5% | 67.2%-5.7pp | 75.8%-14.3pp | 68.7%-7.1pp |
| Annual return | -1.13% | 2.95%-4.1pp | 9.68%-10.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $256 | $2,193-88.3% | $3,323-92.3% | $2,203-88.4% |
| Participant deferral / active EE | $1,947 | $2,591-24.9% | $3,652-46.7% | $3,192-39.0% |
| Admin fee / account holder | $14,184 | $3,610+292.9% | $5,300+167.6% | $4,297+230.1% |