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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 | $69,586 | $43,730+59.1% | $121,208-42.6% | $64,181+8.4% |
| Participation rate | 30.8% | 58.3%-27.6pp | 71.8%-41.0pp | 69.6%-38.8pp |
| Annual return | -2.41% | 68.94%-71.3pp | 16.93%-19.3pp | 7.63%-10.0pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,246 | $2,281-45.4% | $3,345-62.8% | $3,470-64.1% |
| Admin fee / account holder | $4,323 | $3,502+23.4% | $5,020-13.9% | $4,887-11.5% |