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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 | $26,094 | $65,703-60.3% | $94,228-72.3% | $59,633-56.2% |
| Participation rate | 62.9% | 72.1%-9.2pp | 78.8%-15.9pp | 68.7%-5.8pp |
| Annual return | -0.63% | 5.22%-5.8pp | 10.68%-11.3pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $315 | $2,021-84.4% | $3,587-91.2% | $2,203-85.7% |
| Participant deferral / active EE | $2,178 | $3,143-30.7% | $4,320-49.6% | $3,192-31.8% |
| Admin fee / account holder | $1,040 | $4,264-75.6% | $6,269-83.4% | $4,297-75.8% |