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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 | $106,453 | $45,566+133.6% | $64,105+66.1% | $59,633+78.5% |
| Participation rate | 35.6% | 60.2%-24.6pp | 68.2%-32.6pp | 68.7%-33.1pp |
| Annual return | -2.09% | 4.95%-7.0pp | 791.24%-793.3pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,348 | $2,057+14.2% | $2,822-16.8% | $3,192-26.4% |
| Admin fee / account holder | $12,703 | $3,268+288.8% | $4,499+182.3% | $4,297+195.6% |