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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 | $116,522 | $73,459+58.6% | $178,449-34.7% | $74,400+56.6% |
| Participation rate | 55.4% | 66.6%-11.2pp | 77.1%-21.7pp | 67.2%-11.8pp |
| Annual return | 13.01% | 17.50%-4.5pp | 27.09%-14.1pp | 1367.51%-1354.5pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,951-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,717 | $4,515-39.8% | $6,277-56.7% | $4,348-37.5% |
| Admin fee / account holder | $9,596 | $1,812+429.6% | $10,362-7.4% | $1,944+393.7% |