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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 | $81,167 | $75,832+7.0% | $147,618-45.0% | $59,633+36.1% |
| Participation rate | 16.9% | 71.6%-54.6pp | 84.6%-67.7pp | 68.7%-51.7pp |
| Annual return | 1.36% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.40%-2040.0pp |
| Employer contribution / active EE | $21 | $3,485-99.4% | $5,565-99.6% | $2,203-99.0% |
| Participant deferral / active EE | $1,273 | $3,131-59.3% | $4,895-74.0% | $3,192-60.1% |
| Admin fee / account holder | $9,191 | $5,986+53.6% | $11,612-20.8% | $4,297+113.9% |