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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 | $75,601 | $52,519+43.9% | $155,789-51.5% | $59,633+26.8% |
| Participation rate | 40.6% | 61.7%-21.1pp | 76.1%-35.5pp | 68.7%-28.0pp |
| Annual return | -0.14% | 53.51%-53.7pp | 71.54%-71.7pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,073 | $3,084-0.4% | $4,798-36.0% | $3,192-3.7% |
| Admin fee / account holder | $8,998 | $3,540+154.2% | $7,477+20.3% | $4,297+109.4% |