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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 | $59,397 | $75,832-21.7% | $147,617-59.8% | $59,633-0.4% |
| Participation rate | 48.8% | 71.6%-22.7pp | 84.6%-35.8pp | 68.7%-19.8pp |
| Annual return | 2.60% | 0.37%+2.2pp | 61.98%-59.4pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,864 | $3,131-40.5% | $4,895-61.9% | $3,192-41.6% |
| Admin fee / account holder | $714 | $5,986-88.1% | $11,612-93.8% | $4,297-83.4% |