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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 | $79,404 | $32,117+147.2% | $71,086+11.7% | $64,173+23.7% |
| Participation rate | 3.7% | 42.7%-39.0pp | 54.7%-50.9pp | 69.6%-65.9pp |
| Annual return | -7.29% | -5.57%-1.7pp | 650.59%-657.9pp | 7.63%-14.9pp |
| Employer contribution / active EE | $83 | $712-88.4% | $1,088-92.4% | $2,381-96.5% |
| Participant deferral / active EE | $453 | $1,263-64.1% | $1,874-75.8% | $3,470-86.9% |
| Admin fee / account holder | $2,247 | $2,759-18.6% | $3,082-27.1% | $4,887-54.0% |