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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 | $49,128 | $52,678-6.7% | $75,784-35.2% | $59,633-17.6% |
| Participation rate | 54.7% | 67.2%-12.5pp | 75.8%-21.1pp | 68.7%-14.0pp |
| Annual return | 0.66% | 2.95%-2.3pp | 9.68%-9.0pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $201 | $2,193-90.8% | $3,323-94.0% | $2,203-90.9% |
| Participant deferral / active EE | $2,570 | $2,591-0.8% | $3,652-29.6% | $3,192-19.5% |
| Admin fee / account holder | $304 | $3,610-91.6% | $5,300-94.3% | $4,297-92.9% |