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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 | $62,770 | $75,832-17.2% | $147,617-57.5% | $59,633+5.3% |
| Participation rate | 37.7% | 71.6%-33.9pp | 84.6%-46.9pp | 68.7%-31.0pp |
| Annual return | 1.54% | 0.37%+1.2pp | 61.98%-60.4pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $135 | $3,485-96.1% | $5,564-97.6% | $2,203-93.9% |
| Participant deferral / active EE | $1,791 | $3,131-42.8% | $4,895-63.4% | $3,192-43.9% |
| Admin fee / account holder | $1,544 | $5,986-74.2% | $11,612-86.7% | $4,297-64.1% |