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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 | $41,138 | $39,162+5.0% | $100,671-59.1% | $59,633-31.0% |
| Participation rate | 29.2% | 55.9%-26.7pp | 70.7%-41.5pp | 68.7%-39.5pp |
| Annual return | -1.29% | 21.07%-22.4pp | 20.43%-21.7pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $125 | $1,151-89.1% | $4,012-96.9% | $2,203-94.3% |
| Participant deferral / active EE | $1,176 | $1,992-41.0% | $3,144-62.6% | $3,192-63.2% |
| Admin fee / account holder | $2,878 | $2,969-3.1% | $4,850-40.7% | $4,297-33.0% |