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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 | $100,992 | $78,694+28.3% | $67,652+49.3% | $125,389-19.5% |
| Participation rate | 62.5% | 78.8%-16.3pp | 75.7%-13.2pp | 83.2%-20.7pp |
| Annual return | -1.93% | 9.46%-11.4pp | 6625.40%-6627.3pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,748 | $4,292-36.0% | $3,560-22.8% | $5,352-48.7% |
| Admin fee / account holder | $413 | $7,403-94.4% | $4,821-91.4% | $9,541-95.7% |