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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 | $57,221 | $65,704-12.9% | $94,229-39.3% | $59,633-4.0% |
| Participation rate | 52.9% | 72.1%-19.2pp | 78.8%-25.8pp | 68.7%-15.7pp |
| Annual return | -0.02% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $197 | $2,021-90.3% | $3,587-94.5% | $2,203-91.1% |
| Participant deferral / active EE | $2,247 | $3,143-28.5% | $4,320-48.0% | $3,192-29.6% |
| Admin fee / account holder | $6,748 | $4,265+58.2% | $6,269+7.6% | $4,297+57.0% |