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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 | $73,112 | $45,566+60.5% | $64,105+14.1% | $59,633+22.6% |
| Participation rate | 62.5% | 60.2%+2.3pp | 68.2%-5.7pp | 68.7%-6.2pp |
| Annual return | -0.16% | 4.95%-5.1pp | 791.24%-791.4pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,873 | $2,057+88.3% | $2,822+37.3% | $3,192+21.3% |
| Admin fee / account holder | $13,304 | $3,268+307.1% | $4,499+195.7% | $4,297+209.6% |