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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 | $76,090 | $44,850+69.7% | $60,547+25.7% | $59,633+27.6% |
| Participation rate | 44.4% | 59.5%-15.0pp | 68.0%-23.5pp | 68.7%-24.2pp |
| Annual return | -1.08% | 1074.14%-1075.2pp | 335.64%-336.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $185 | $1,462-87.3% | $2,419-92.3% | $2,203-91.6% |
| Participant deferral / active EE | $2,300 | $2,230+3.2% | $3,328-30.9% | $3,192-27.9% |
| Admin fee / account holder | $2,154 | $3,635-40.7% | $4,536-52.5% | $4,297-49.9% |