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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 | $83,969 | $45,152+86.0% | $73,836+13.7% | $59,633+40.8% |
| Participation rate | 23.6% | 64.0%-40.4pp | 73.4%-49.8pp | 68.7%-45.0pp |
| Annual return | -2.45% | 27.40%-29.9pp | 2268.06%-2270.5pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,541 | $2,573-40.1% | $3,583-57.0% | $3,192-51.7% |
| Admin fee / account holder | $613 | $3,515-82.5% | $4,882-87.4% | $4,297-85.7% |