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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 | $68,475 | $56,197+21.8% | $67,652+1.2% | $59,633+14.8% |
| Participation rate | 56.6% | 71.5%-14.9pp | 75.7%-19.1pp | 68.7%-12.1pp |
| Annual return | -0.54% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $262 | $1,615-83.8% | $2,266-88.5% | $2,203-88.1% |
| Participant deferral / active EE | $2,351 | $2,844-17.3% | $3,560-33.9% | $3,192-26.3% |
| Admin fee / account holder | $5,017 | $3,958+26.8% | $4,821+4.1% | $4,297+16.8% |