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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 | $78,002 | $78,694-0.9% | $67,652+15.3% | $125,389-37.8% |
| Participation rate | 46.7% | 78.8%-32.1pp | 75.7%-29.0pp | 83.2%-36.5pp |
| Annual return | -1.85% | 9.46%-11.3pp | 6625.40%-6627.2pp | 282.24%-284.1pp |
| Employer contribution / active EE | $283 | $3,044-90.7% | $2,266-87.5% | $4,866-94.2% |
| Participant deferral / active EE | $2,826 | $4,292-34.2% | $3,560-20.6% | $5,352-47.2% |
| Admin fee / account holder | $3,109 | $7,403-58.0% | $4,821-35.5% | $9,541-67.4% |