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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 | $91,224 | $48,274+89.0% | $63,244+44.2% | $59,633+53.0% |
| Participation rate | 28.3% | 66.3%-38.1pp | 71.0%-42.8pp | 68.7%-40.4pp |
| Annual return | 6.41% | -240.79%+247.2pp | -70.31%+76.7pp | 2041.40%-2035.0pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,059 | $2,343-54.8% | $2,953-64.1% | $3,192-66.8% |
| Admin fee / account holder | $2,434 | $3,600-32.4% | $5,893-58.7% | $4,297-43.4% |