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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 | $113,708 | $48,274+135.5% | $63,244+79.8% | $59,633+90.7% |
| Participation rate | 43.8% | 66.3%-22.6pp | 71.0%-27.3pp | 68.7%-24.9pp |
| Annual return | -0.18% | -240.79%+240.6pp | -70.31%+70.1pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,388 | $2,343-40.7% | $2,953-53.0% | $3,192-56.5% |
| Admin fee / account holder | $17,657 | $3,600+390.5% | $5,893+199.6% | $4,297+310.9% |