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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 | $67,272 | $43,550+54.5% | $63,244+6.4% | $52,331+28.6% |
| Participation rate | 36.6% | 65.7%-29.1pp | 71.0%-34.4pp | 68.1%-31.5pp |
| Annual return | -0.59% | 2.03%-2.6pp | -70.31%+69.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,322-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,349 | $2,254-40.1% | $2,953-54.3% | $3,022-55.3% |
| Admin fee / account holder | $6,869 | $387+1675.5% | $5,893+16.6% | $592+1061.1% |