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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 | $83,705 | $75,832+10.4% | $147,617-43.3% | $59,633+40.4% |
| Participation rate | 51.7% | 71.6%-19.8pp | 84.6%-32.9pp | 68.7%-16.9pp |
| Annual return | 0.81% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,147 | $3,131-31.4% | $4,895-56.1% | $3,192-32.7% |
| Admin fee / account holder | $4,159 | $5,986-30.5% | $11,612-64.2% | $4,297-3.2% |