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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 | $118,248 | $75,832+55.9% | $147,617-19.9% | $59,633+98.3% |
| Participation rate | 56.9% | 71.6%-14.7pp | 84.6%-27.8pp | 68.7%-11.8pp |
| Annual return | -0.98% | 0.37%-1.3pp | 61.98%-63.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,659 | $3,131+80.8% | $4,895+15.6% | $3,192+77.3% |
| Admin fee / account holder | $3,294 | $5,986-45.0% | $11,612-71.6% | $4,297-23.3% |