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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 | $53,778 | $48,274+11.4% | $63,244-15.0% | $59,633-9.8% |
| Participation rate | 59.2% | 66.3%-7.1pp | 71.0%-11.9pp | 68.7%-9.5pp |
| Annual return | 0.03% | -240.79%+240.8pp | -70.31%+70.3pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,755 | $2,343-25.1% | $2,953-40.6% | $3,192-45.0% |
| Admin fee / account holder | $464 | $3,600-87.1% | $5,893-92.1% | $4,297-89.2% |