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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 | $88,708 | $44,850+97.8% | $60,547+46.5% | $59,633+48.8% |
| Participation rate | 55.2% | 59.5%-4.2pp | 68.0%-12.7pp | 68.7%-13.4pp |
| Annual return | -1.16% | 1074.14%-1075.3pp | 335.64%-336.8pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,740 | $2,230-22.0% | $3,328-47.7% | $3,192-45.5% |
| Admin fee / account holder | $2,807 | $3,635-22.8% | $4,536-38.1% | $4,297-34.7% |