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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 | $44,421 | $78,694-43.6% | $67,652-34.3% | $125,389-64.6% |
| Participation rate | 20.0% | 78.8%-58.8pp | 75.7%-55.7pp | 83.2%-63.2pp |
| Annual return | -0.31% | 9.46%-9.8pp | 6625.40%-6625.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,584 | $4,292-63.1% | $3,560-55.5% | $5,352-70.4% |
| Admin fee / account holder | $6,448 | $7,403-12.9% | $4,821+33.8% | $9,541-32.4% |