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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 | $80,767 | $32,117+151.5% | $71,086+13.6% | $64,181+25.8% |
| Participation rate | 17.9% | 42.7%-24.8pp | 54.7%-36.8pp | 69.6%-51.7pp |
| Annual return | -2.10% | -5.57%+3.5pp | 650.59%-652.7pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $468 | $1,263-62.9% | $1,874-75.0% | $3,470-86.5% |
| Admin fee / account holder | $1,042 | $2,759-62.2% | $3,082-66.2% | $4,887-78.7% |