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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 | $129,664 | $45,566+184.6% | $64,105+102.3% | $59,633+117.4% |
| Participation rate | 31.8% | 60.2%-28.3pp | 68.2%-36.4pp | 68.7%-36.9pp |
| Annual return | -1.91% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,887 | $2,057-8.2% | $2,822-33.1% | $3,192-40.9% |
| Admin fee / account holder | $4,889 | $3,268+49.6% | $4,499+8.7% | $4,297+13.8% |