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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 | $86,811 | $48,050+80.7% | $85,969+1.0% | $59,633+45.6% |
| Participation rate | 56.1% | 64.5%-8.4pp | 76.5%-20.4pp | 68.7%-12.6pp |
| Annual return | 3.14% | 0.29%+2.8pp | 9.32%-6.2pp | 2041.45%-2038.3pp |
| Employer contribution / active EE | $294 | $1,640-82.1% | $3,474-91.5% | $2,203-86.7% |
| Participant deferral / active EE | $1,331 | $2,249-40.8% | $3,829-65.2% | $3,192-58.3% |
| Admin fee / account holder | $4,366 | $3,206+36.2% | $6,053-27.9% | $4,297+1.6% |