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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 | $55,465 | $78,694-29.5% | $67,653-18.0% | $125,388-55.8% |
| Participation rate | 54.2% | 78.8%-24.6pp | 75.7%-21.5pp | 83.2%-29.0pp |
| Annual return | 0.30% | 9.46%-9.2pp | 6625.22%-6624.9pp | 282.24%-281.9pp |
| Employer contribution / active EE | $209 | $3,044-93.1% | $2,266-90.8% | $4,866-95.7% |
| Participant deferral / active EE | $4,251 | $4,292-1.0% | $3,560+19.4% | $5,352-20.6% |
| Admin fee / account holder | $14,480 | $7,403+95.6% | $4,821+200.4% | $9,541+51.8% |