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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 | $83,847 | $78,694+6.5% | $67,652+23.9% | $125,389-33.1% |
| Participation rate | 68.2% | 78.8%-10.6pp | 75.7%-7.5pp | 83.2%-15.0pp |
| Annual return | -2.08% | 9.46%-11.5pp | 6625.40%-6627.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $110 | $3,044-96.4% | $2,266-95.1% | $4,866-97.7% |
| Participant deferral / active EE | $5,826 | $4,292+35.7% | $3,560+63.7% | $5,352+8.9% |
| Admin fee / account holder | $4,960 | $7,403-33.0% | $4,821+2.9% | $9,541-48.0% |