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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 | $84,929 | $44,850+89.4% | $60,547+40.3% | $59,633+42.4% |
| Participation rate | 55.8% | 59.5%-3.7pp | 68.0%-12.1pp | 68.7%-12.9pp |
| Annual return | -1.77% | 1074.14%-1075.9pp | 335.64%-337.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,808 | $2,230+25.9% | $3,328-15.6% | $3,192-12.0% |
| Admin fee / account holder | $2,296 | $3,635-36.8% | $4,536-49.4% | $4,297-46.6% |