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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 | $50,298 | $75,832-33.7% | $147,618-65.9% | $59,633-15.7% |
| Participation rate | 61.9% | 71.6%-9.7pp | 84.6%-22.7pp | 68.7%-6.8pp |
| Annual return | 1.08% | 0.37%+0.7pp | 61.98%-60.9pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,486 | $3,131-20.6% | $4,895-49.2% | $3,192-22.1% |
| Admin fee / account holder | $14,253 | $5,986+138.1% | $11,612+22.7% | $4,297+231.7% |