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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 | $88,102 | $65,704+34.1% | $94,229-6.5% | $59,633+47.7% |
| Participation rate | 63.3% | 72.1%-8.8pp | 78.8%-15.4pp | 68.7%-5.3pp |
| Annual return | -1.17% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,855 | $3,143-9.2% | $4,320-33.9% | $3,192-10.6% |
| Admin fee / account holder | $27,176 | $4,265+537.2% | $6,269+333.5% | $4,297+532.4% |