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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 | $73,024 | $65,703+11.1% | $94,228-22.5% | $59,633+22.5% |
| Participation rate | 37.9% | 72.1%-34.2pp | 78.8%-40.8pp | 68.7%-30.7pp |
| Annual return | -0.12% | 5.22%-5.3pp | 10.68%-10.8pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $44 | $2,021-97.8% | $3,587-98.8% | $2,203-98.0% |
| Participant deferral / active EE | $2,282 | $3,143-27.4% | $4,320-47.2% | $3,192-28.5% |
| Admin fee / account holder | $1,635 | $4,264-61.7% | $6,269-73.9% | $4,297-62.0% |