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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 | $58,874 | $52,903+11.3% | $73,309-19.7% | $59,632-1.3% |
| Participation rate | 62.1% | 68.2%-6.2pp | 74.9%-12.8pp | 68.7%-6.6pp |
| Annual return | -1.97% | 12.20%-14.2pp | 5.67%-7.6pp | 2041.32%-2043.3pp |
| Employer contribution / active EE | $156 | $1,909-91.9% | $3,237-95.2% | $2,203-92.9% |
| Participant deferral / active EE | $2,252 | $4,069-44.7% | $4,991-54.9% | $3,192-29.4% |
| Admin fee / account holder | $1,814 | $3,834-52.7% | $5,637-67.8% | $4,297-57.8% |