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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 | $82,992 | $59,116+40.4% | $86,438-4.0% | $68,486+21.2% |
| Participation rate | 24.4% | 75.2%-50.8pp | 80.3%-55.9pp | 67.9%-43.4pp |
| Annual return | -11.80% | -0.23%-11.6pp | 4397.19%-4409.0pp | -7.85%-3.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,825 | $5,902-35.2% | $6,952-45.0% | $4,028-5.0% |
| Admin fee / account holder | $4,161 | $5,639-26.2% | $6,733-38.2% | $5,404-23.0% |