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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 | $98,879 | $56,197+76.0% | $67,652+46.2% | $59,633+65.8% |
| Participation rate | 59.3% | 71.5%-12.2pp | 75.7%-16.4pp | 68.7%-9.4pp |
| Annual return | -1.51% | 18508.10%-18509.6pp | 6625.40%-6626.9pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $256 | $1,615-84.1% | $2,266-88.7% | $2,203-88.4% |
| Participant deferral / active EE | $2,929 | $2,844+3.0% | $3,560-17.7% | $3,192-8.2% |
| Admin fee / account holder | $2,851 | $3,958-28.0% | $4,821-40.9% | $4,297-33.6% |