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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 | $84,371 | $75,832+11.3% | $147,617-42.8% | $59,633+41.5% |
| Participation rate | 42.6% | 71.6%-29.0pp | 84.6%-42.1pp | 68.7%-26.1pp |
| Annual return | -0.89% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,642 | $3,131+144.1% | $4,895+56.1% | $3,192+139.4% |
| Admin fee / account holder | $7,146 | $5,986+19.4% | $11,612-38.5% | $4,297+66.3% |