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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 | $78,384 | $45,566+72.0% | $64,105+22.3% | $59,633+31.4% |
| Participation rate | 63.9% | 60.2%+3.7pp | 68.2%-4.3pp | 68.7%-4.8pp |
| Annual return | -0.06% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,419 | $2,057+163.5% | $2,822+92.0% | $3,192+69.8% |
| Admin fee / account holder | $11,721 | $3,268+258.7% | $4,499+160.5% | $4,297+172.8% |