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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 | $63,211 | $65,704-3.8% | $94,229-32.9% | $59,633+6.0% |
| Participation rate | 46.1% | 72.1%-26.1pp | 78.8%-32.7pp | 68.7%-22.6pp |
| Annual return | -1.14% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $240 | $2,021-88.1% | $3,587-93.3% | $2,203-89.1% |
| Participant deferral / active EE | $1,439 | $3,143-54.2% | $4,320-66.7% | $3,192-54.9% |
| Admin fee / account holder | $9,688 | $4,265+127.2% | $6,269+54.5% | $4,297+125.5% |