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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 | $56,070 | $48,274+16.1% | $63,244-11.3% | $59,633-6.0% |
| Participation rate | 17.9% | 66.3%-48.4pp | 71.0%-53.1pp | 68.7%-50.7pp |
| Annual return | -0.93% | -240.79%+239.9pp | -70.31%+69.4pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,188 | $2,343-49.3% | $2,953-59.8% | $3,192-62.8% |
| Admin fee / account holder | $15,002 | $3,600+316.7% | $5,893+154.6% | $4,297+249.1% |