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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 | $55,817 | $75,832-26.4% | $147,617-62.2% | $59,633-6.4% |
| Participation rate | 37.1% | 71.6%-34.4pp | 84.6%-47.5pp | 68.7%-31.5pp |
| Annual return | 0.12% | 0.37%-0.2pp | 61.98%-61.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,398 | $3,131-55.4% | $4,895-71.4% | $3,192-56.2% |
| Admin fee / account holder | $11,459 | $5,986+91.4% | $11,612-1.3% | $4,297+166.7% |