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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 | $100,335 | $75,832+32.3% | $147,618-32.0% | $59,633+68.3% |
| Participation rate | 20.6% | 71.6%-51.0pp | 84.6%-64.0pp | 68.7%-48.1pp |
| Annual return | -0.74% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,348 | $3,131-56.9% | $4,895-72.5% | $3,192-57.7% |
| Admin fee / account holder | $660 | $5,986-89.0% | $11,612-94.3% | $4,297-84.6% |