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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 | $26,757 | $65,704-59.3% | $94,229-71.6% | $59,633-55.1% |
| Participation rate | 61.7% | 72.1%-10.5pp | 78.8%-17.1pp | 68.7%-7.0pp |
| Annual return | -0.96% | 5.22%-6.2pp | 10.68%-11.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $219 | $2,021-89.1% | $3,587-93.9% | $2,203-90.0% |
| Participant deferral / active EE | $2,435 | $3,143-22.5% | $4,320-43.6% | $3,192-23.7% |
| Admin fee / account holder | $7,553 | $4,265+77.1% | $6,269+20.5% | $4,297+75.8% |