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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 | $58,977 | $75,832-22.2% | $147,618-60.0% | $59,633-1.1% |
| Participation rate | 62.8% | 71.6%-8.8pp | 84.6%-21.8pp | 68.7%-5.9pp |
| Annual return | -0.48% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $166 | $3,485-95.2% | $5,565-97.0% | $2,203-92.5% |
| Participant deferral / active EE | $1,877 | $3,131-40.0% | $4,895-61.7% | $3,192-41.2% |
| Admin fee / account holder | $925 | $5,986-84.6% | $11,612-92.0% | $4,297-78.5% |