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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 | $92,119 | $75,832+21.5% | $147,617-37.6% | $59,633+54.5% |
| Participation rate | 21.6% | 71.6%-49.9pp | 84.6%-63.0pp | 68.7%-47.0pp |
| Annual return | -1.82% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,585 | $3,131-49.4% | $4,895-67.6% | $3,192-50.3% |
| Admin fee / account holder | $72,802 | $5,986+1116.3% | $11,612+527.0% | $4,297+1594.3% |