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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 | $68,029 | $78,694-13.6% | $67,652+0.6% | $125,389-45.7% |
| Participation rate | 61.1% | 78.8%-17.7pp | 75.7%-14.6pp | 83.2%-22.1pp |
| Annual return | 1.08% | 9.46%-8.4pp | 6625.40%-6624.3pp | 282.24%-281.2pp |
| Employer contribution / active EE | $197 | $3,044-93.5% | $2,266-91.3% | $4,866-96.0% |
| Participant deferral / active EE | $2,805 | $4,292-34.7% | $3,560-21.2% | $5,352-47.6% |
| Admin fee / account holder | $657 | $7,403-91.1% | $4,821-86.4% | $9,541-93.1% |