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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 | $84,086 | $41,854+100.9% | $73,836+13.9% | $52,331+60.7% |
| Participation rate | 35.5% | 66.2%-30.8pp | 73.4%-38.0pp | 68.1%-32.7pp |
| Annual return | -0.16% | 2.11%-2.3pp | 2268.06%-2268.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,098 | $2,498-16.0% | $3,583-41.4% | $3,022-30.6% |
| Admin fee / account holder | $13,688 | $493+2678.7% | $4,882+180.4% | $592+2213.8% |