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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 | $103,325 | $82,028+26.0% | $123,105-16.1% | $59,633+73.3% |
| Participation rate | 57.9% | 83.2%-25.3pp | 86.8%-28.9pp | 68.7%-10.8pp |
| Annual return | -1.86% | 5.12%-7.0pp | 13.22%-15.1pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $585 | $3,297-82.2% | $5,151-88.6% | $2,203-73.4% |
| Participant deferral / active EE | $2,429 | $4,667-47.9% | $6,229-61.0% | $3,192-23.9% |
| Admin fee / account holder | $3,370 | $5,879-42.7% | $9,014-62.6% | $4,297-21.6% |