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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 | $52,721 | $65,703-19.8% | $94,228-44.0% | $59,633-11.6% |
| Participation rate | 50.5% | 72.1%-21.6pp | 78.8%-28.2pp | 68.7%-18.1pp |
| Annual return | 0.05% | 5.22%-5.2pp | 10.68%-10.6pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $234 | $2,021-88.4% | $3,587-93.5% | $2,203-89.4% |
| Participant deferral / active EE | $1,883 | $3,143-40.1% | $4,320-56.4% | $3,192-41.0% |
| Admin fee / account holder | $2,978 | $4,264-30.2% | $6,269-52.5% | $4,297-30.7% |