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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 | $102,899 | $59,116+74.1% | $86,438+19.0% | $68,486+50.2% |
| Participation rate | 65.8% | 75.2%-9.4pp | 80.3%-14.5pp | 67.9%-2.1pp |
| Annual return | -17.47% | -0.23%-17.2pp | 4397.19%-4414.7pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,948 | $5,902+68.6% | $6,952+43.1% | $4,028+147.0% |
| Admin fee / account holder | $3,974 | $5,639-29.5% | $6,733-41.0% | $5,404-26.5% |