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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 | $35,745 | $65,703-45.6% | $94,228-62.1% | $59,633-40.1% |
| Participation rate | 65.5% | 72.1%-6.6pp | 78.8%-13.3pp | 68.7%-3.2pp |
| Annual return | 0.38% | 5.22%-4.8pp | 10.68%-10.3pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $291 | $2,021-85.6% | $3,587-91.9% | $2,203-86.8% |
| Participant deferral / active EE | $2,512 | $3,143-20.1% | $4,320-41.9% | $3,192-21.3% |
| Admin fee / account holder | $1,139 | $4,264-73.3% | $6,269-81.8% | $4,297-73.5% |