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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 | $58,431 | $72,177-19.0% | $115,037-49.2% | $59,633-2.0% |
| Participation rate | 59.5% | 72.6%-13.1pp | 81.4%-21.9pp | 68.7%-9.2pp |
| Annual return | -0.23% | 12.02%-12.2pp | 26.14%-26.4pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $325 | $2,841-88.5% | $4,608-92.9% | $2,203-85.2% |
| Participant deferral / active EE | $2,169 | $4,783-54.6% | $6,026-64.0% | $3,192-32.0% |
| Admin fee / account holder | $6,973 | $4,927+41.5% | $8,175-14.7% | $4,297+62.3% |