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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 | $63,705 | $75,832-16.0% | $147,617-56.8% | $59,633+6.8% |
| Participation rate | 50.8% | 71.6%-20.7pp | 84.6%-33.8pp | 68.7%-17.8pp |
| Annual return | -1.25% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $186 | $3,485-94.7% | $5,564-96.7% | $2,203-91.6% |
| Participant deferral / active EE | $2,772 | $3,131-11.4% | $4,895-43.4% | $3,192-13.1% |
| Admin fee / account holder | $1,541 | $5,986-74.3% | $11,612-86.7% | $4,297-64.1% |