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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 | $96,397 | $32,117+200.1% | $71,089+35.6% | $64,173+50.2% |
| Participation rate | 46.2% | 42.7%+3.5pp | 54.6%-8.5pp | 69.6%-23.4pp |
| Annual return | -5.14% | -5.57%+0.4pp | 650.65%-655.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,985 | $1,263+215.6% | $1,873+112.8% | $3,470+14.9% |
| Admin fee / account holder | $26,992 | $2,759+878.2% | $3,082+775.7% | $4,887+452.3% |