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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 | $66,009 | $65,703+0.5% | $94,228-29.9% | $59,633+10.7% |
| Participation rate | 53.8% | 72.1%-18.3pp | 78.8%-24.9pp | 68.7%-14.8pp |
| Annual return | -1.68% | 5.22%-6.9pp | 10.68%-12.4pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $280 | $2,021-86.2% | $3,587-92.2% | $2,203-87.3% |
| Participant deferral / active EE | $1,880 | $3,143-40.2% | $4,320-56.5% | $3,192-41.1% |
| Admin fee / account holder | $2,068 | $4,264-51.5% | $6,269-67.0% | $4,297-51.9% |