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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 | $81,763 | $56,197+45.5% | $67,652+20.9% | $59,633+37.1% |
| Participation rate | 66.7% | 71.5%-4.8pp | 75.7%-9.0pp | 68.7%-2.0pp |
| Annual return | -1.30% | 18508.10%-18509.4pp | 6625.40%-6626.7pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $180 | $1,615-88.9% | $2,266-92.1% | $2,203-91.8% |
| Participant deferral / active EE | $3,366 | $2,844+18.4% | $3,560-5.4% | $3,192+5.5% |
| Admin fee / account holder | $26,948 | $3,958+580.9% | $4,821+459.0% | $4,297+527.1% |