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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 | $54,160 | $54,380-0.4% | $68,509-20.9% | $59,633-9.2% |
| Participation rate | 69.2% | 70.2%-1.0pp | 74.7%-5.5pp | 68.7%+0.6pp |
| Annual return | -0.67% | 2.83%-3.5pp | 8.27%-8.9pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,319 | $2,643-50.1% | $3,382-61.0% | $3,192-58.7% |
| Admin fee / account holder | $3,828 | $3,885-1.5% | $5,275-27.4% | $4,297-10.9% |