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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 | $87,508 | $45,566+92.0% | $64,105+36.5% | $59,633+46.7% |
| Participation rate | 51.4% | 60.2%-8.7pp | 68.2%-16.7pp | 68.7%-17.2pp |
| Annual return | -1.38% | 4.95%-6.3pp | 791.24%-792.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,484 | $2,057+20.8% | $2,822-12.0% | $3,192-22.2% |
| Admin fee / account holder | $1,956 | $3,268-40.1% | $4,499-56.5% | $4,297-54.5% |