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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 | $37,672 | $65,082-42.1% | $81,367-53.7% | $59,633-36.8% |
| Participation rate | 68.5% | 76.0%-7.4pp | 82.3%-13.8pp | 68.7%-0.2pp |
| Annual return | 0.90% | 1.16%-0.3pp | -0.92%+1.8pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $411 | $2,934-86.0% | $3,930-89.5% | $2,203-81.3% |
| Participant deferral / active EE | $1,762 | $4,083-56.8% | $5,383-67.3% | $3,192-44.8% |
| Admin fee / account holder | $1,006 | $7,582-86.7% | $8,926-88.7% | $4,297-76.6% |