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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 | $101,488 | $75,959+33.6% | $154,114-34.1% | $64,181+58.1% |
| Participation rate | 33.3% | 70.4%-37.1pp | 83.0%-49.7pp | 69.6%-36.2pp |
| Annual return | -1.39% | 30.32%-31.7pp | 735.16%-736.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,043 | $3,175-35.6% | $5,081-59.8% | $3,470-41.1% |
| Admin fee / account holder | $17,786 | $5,589+218.3% | $13,411+32.6% | $4,887+263.9% |