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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 | $72,596 | $45,566+59.3% | $64,105+13.2% | $59,633+21.7% |
| Participation rate | 37.5% | 60.2%-22.7pp | 68.2%-30.7pp | 68.7%-31.2pp |
| Annual return | -2.09% | 4.95%-7.0pp | 791.24%-793.3pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $105 | $934-88.7% | $1,820-94.2% | $2,203-95.2% |
| Participant deferral / active EE | $3,302 | $2,057+60.5% | $2,822+17.0% | $3,192+3.4% |
| Admin fee / account holder | $672 | $3,268-79.4% | $4,499-85.1% | $4,297-84.4% |