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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 | $109,009 | $52,519+107.6% | $155,789-30.0% | $59,633+82.8% |
| Participation rate | 53.6% | 61.7%-8.1pp | 76.1%-22.5pp | 68.7%-15.1pp |
| Annual return | -1.18% | 53.51%-54.7pp | 71.54%-72.7pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,376 | $3,084+139.1% | $4,798+53.7% | $3,192+131.1% |
| Admin fee / account holder | $709 | $3,540-80.0% | $7,477-90.5% | $4,297-83.5% |