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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 | $47,458 | $84,685-44.0% | $73,836-35.7% | $125,389-62.2% |
| Participation rate | 20.0% | 76.8%-56.8pp | 73.4%-53.4pp | 83.2%-63.2pp |
| Annual return | -3.52% | 3123.80%-3127.3pp | 2268.06%-2271.6pp | 282.24%-285.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,240 | $3,993-68.9% | $3,583-65.4% | $5,352-76.8% |
| Admin fee / account holder | $24,260 | $5,694+326.1% | $4,882+396.9% | $9,541+154.3% |