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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 | $67,838 | $54,380+24.7% | $68,509-1.0% | $59,633+13.8% |
| Participation rate | 49.5% | 70.2%-20.7pp | 74.7%-25.3pp | 68.7%-19.2pp |
| Annual return | 0.48% | 2.83%-2.4pp | 8.27%-7.8pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $245 | $1,539-84.1% | $2,278-89.3% | $2,203-88.9% |
| Participant deferral / active EE | $1,156 | $2,643-56.2% | $3,382-65.8% | $3,192-63.8% |
| Admin fee / account holder | $3,207 | $3,885-17.5% | $5,275-39.2% | $4,297-25.4% |