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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 | $77,624 | $52,678+47.4% | $75,784+2.4% | $59,633+30.2% |
| Participation rate | 48.8% | 67.2%-18.4pp | 75.8%-27.0pp | 68.7%-19.9pp |
| Annual return | -1.78% | 2.95%-4.7pp | 9.68%-11.5pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $338 | $2,193-84.6% | $3,323-89.8% | $2,203-84.7% |
| Participant deferral / active EE | $2,076 | $2,591-19.9% | $3,652-43.2% | $3,192-35.0% |
| Admin fee / account holder | $2,441 | $3,610-32.4% | $5,300-53.9% | $4,297-43.2% |