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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 | $74,309 | $65,704+13.1% | $94,229-21.1% | $59,633+24.6% |
| Participation rate | 58.1% | 72.1%-14.1pp | 78.8%-20.7pp | 68.7%-10.6pp |
| Annual return | 0.48% | 5.22%-4.7pp | 10.68%-10.2pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $227 | $2,021-88.8% | $3,587-93.7% | $2,203-89.7% |
| Participant deferral / active EE | $1,531 | $3,143-51.3% | $4,320-64.6% | $3,192-52.0% |
| Admin fee / account holder | $1,894 | $4,265-55.6% | $6,269-69.8% | $4,297-55.9% |