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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 | $57,647 | $52,678+9.4% | $75,784-23.9% | $59,633-3.3% |
| Participation rate | 26.9% | 67.2%-40.3pp | 75.8%-48.9pp | 68.7%-41.7pp |
| Annual return | -1.18% | 2.95%-4.1pp | 9.68%-10.9pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $139 | $2,193-93.7% | $3,323-95.8% | $2,203-93.7% |
| Participant deferral / active EE | $1,279 | $2,591-50.6% | $3,652-65.0% | $3,192-59.9% |
| Admin fee / account holder | $3,803 | $3,610+5.3% | $5,300-28.2% | $4,297-11.5% |