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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 | $57,813 | $48,274+19.8% | $63,244-8.6% | $59,633-3.1% |
| Participation rate | 47.5% | 66.3%-18.8pp | 71.0%-23.5pp | 68.7%-21.2pp |
| Annual return | 1.48% | -240.79%+242.3pp | -70.31%+71.8pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,389 | $2,343+44.7% | $2,953+14.8% | $3,192+6.2% |
| Admin fee / account holder | $13,804 | $3,600+283.5% | $5,893+134.2% | $4,297+221.3% |