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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 | $64,461 | $48,274+33.5% | $63,244+1.9% | $59,633+8.1% |
| Participation rate | 33.3% | 66.3%-33.0pp | 71.0%-37.7pp | 68.7%-35.3pp |
| Annual return | 0.98% | -240.79%+241.8pp | -70.31%+71.3pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,342 | $2,343+42.7% | $2,953+13.2% | $3,192+4.7% |
| Admin fee / account holder | $7,633 | $3,600+112.0% | $5,893+29.5% | $4,297+77.6% |