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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 | $104,555 | $52,519+99.1% | $155,789-32.9% | $59,633+75.3% |
| Participation rate | 25.0% | 61.7%-36.7pp | 76.1%-51.1pp | 68.7%-43.7pp |
| Annual return | -2.20% | 53.51%-55.7pp | 71.54%-73.7pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,082 | $3,084-64.9% | $4,798-77.4% | $3,192-66.1% |
| Admin fee / account holder | $1,280 | $3,540-63.8% | $7,477-82.9% | $4,297-70.2% |