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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 | $86,830 | $68,996+25.8% | $159,991-45.7% | $68,495+26.8% |
| Participation rate | 32.3% | 65.4%-33.2pp | 78.0%-45.7pp | 67.9%-35.6pp |
| Annual return | -7.78% | -9.65%+1.9pp | 408.82%-416.6pp | -7.84%+0.1pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,470 | $4,211-41.3% | $6,183-60.1% | $4,028-38.7% |
| Admin fee / account holder | $448 | $4,797-90.7% | $8,715-94.9% | $5,403-91.7% |