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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 | $88,310 | $52,519+68.1% | $155,789-43.3% | $59,633+48.1% |
| Participation rate | 40.0% | 61.7%-21.7pp | 76.1%-36.1pp | 68.7%-28.7pp |
| Annual return | -0.79% | 53.51%-54.3pp | 71.54%-72.3pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,434 | $3,084+43.8% | $4,798-7.6% | $3,192+38.9% |
| Admin fee / account holder | $3,888 | $3,540+9.8% | $7,477-48.0% | $4,297-9.5% |