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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 | $117,388 | $78,694+49.2% | $67,653+73.5% | $125,388-6.4% |
| Participation rate | 68.4% | 78.8%-10.4pp | 75.7%-7.2pp | 83.2%-14.8pp |
| Annual return | -2.22% | 9.46%-11.7pp | 6625.22%-6627.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,647 | $4,292+31.6% | $3,560+58.6% | $5,352+5.5% |
| Admin fee / account holder | $1,355 | $7,403-81.7% | $4,821-71.9% | $9,541-85.8% |