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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 | $65,905 | $65,704+0.3% | $94,229-30.1% | $59,633+10.5% |
| Participation rate | 41.4% | 72.1%-30.7pp | 78.8%-37.4pp | 68.7%-27.3pp |
| Annual return | 0.34% | 5.22%-4.9pp | 10.68%-10.3pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $319 | $2,021-84.2% | $3,587-91.1% | $2,203-85.5% |
| Participant deferral / active EE | $2,168 | $3,143-31.0% | $4,320-49.8% | $3,192-32.1% |
| Admin fee / account holder | $8,462 | $4,265+98.4% | $6,269+35.0% | $4,297+96.9% |