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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 | $68,953 | $59,107+16.7% | $86,439-20.2% | $68,495+0.7% |
| Participation rate | 45.8% | 75.2%-29.4pp | 80.3%-34.5pp | 67.9%-22.1pp |
| Annual return | -16.08% | -0.23%-15.8pp | 4395.55%-4411.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,297 | $5,901-27.2% | $6,952-38.2% | $4,028+6.7% |
| Admin fee / account holder | $9,888 | $5,637+75.4% | $6,732+46.9% | $5,403+83.0% |