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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 | $77,696 | $47,479+63.6% | $62,929+23.5% | $82,448-5.8% |
| Participation rate | 37.0% | 66.9%-29.8pp | 73.1%-36.1pp | 68.1%-31.0pp |
| Annual return | 12.21% | 20.34%-8.1pp | 1063.93%-1051.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,294 | $2,870-54.9% | $3,888-66.7% | $4,139-68.7% |
| Admin fee / account holder | $9,136 | $3,804+140.2% | $5,065+80.4% | $7,234+26.3% |