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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 | $90,913 | $27,632+229.0% | $61,399+48.1% | $68,495+32.7% |
| Participation rate | 21.4% | 39.5%-18.1pp | 52.6%-31.1pp | 67.9%-46.5pp |
| Annual return | -18.75% | -13.24%-5.5pp | 338.81%-357.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,238 | $1,264-2.0% | $2,124-41.7% | $4,028-69.3% |
| Admin fee / account holder | $37,843 | $2,010+1782.5% | $2,131+1676.0% | $5,403+600.4% |