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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 | $37,537 | $84,685-55.7% | $73,836-49.2% | $125,389-70.1% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.4%-48.4pp | 83.2%-58.2pp |
| Annual return | -0.85% | 3123.80%-3124.6pp | 2268.06%-2268.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $750 | $3,993-81.2% | $3,583-79.1% | $5,352-86.0% |
| Admin fee / account holder | $42,650 | $5,694+649.0% | $4,882+773.6% | $9,541+347.0% |