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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 | $106,815 | $48,274+121.3% | $63,244+68.9% | $59,633+79.1% |
| Participation rate | 60.7% | 66.3%-5.6pp | 71.0%-10.3pp | 68.7%-8.0pp |
| Annual return | -1.37% | -240.79%+239.4pp | -70.31%+68.9pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,939 | $2,343+68.1% | $2,953+33.4% | $3,192+23.4% |
| Admin fee / account holder | $6,161 | $3,600+71.2% | $5,893+4.6% | $4,297+43.4% |