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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 | $85,583 | $75,832+12.9% | $147,617-42.0% | $59,633+43.5% |
| Participation rate | 57.1% | 71.6%-14.4pp | 84.6%-27.5pp | 68.7%-11.5pp |
| Annual return | -2.07% | 0.37%-2.4pp | 61.98%-64.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,126 | $3,131-32.1% | $4,895-56.6% | $3,192-33.4% |
| Admin fee / account holder | $1,181 | $5,986-80.3% | $11,612-89.8% | $4,297-72.5% |