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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 | $39,805 | $39,7980% | $67,704-41.2% | $59,633-33.3% |
| Participation rate | 30.8% | 57.4%-26.6pp | 67.5%-36.7pp | 68.7%-37.9pp |
| Annual return | -0.97% | 89.94%-90.9pp | 25.41%-26.4pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,204 | $2,335-48.4% | $3,585-66.4% | $3,192-62.3% |
| Admin fee / account holder | $3,748 | $3,212+16.7% | $4,255-11.9% | $4,297-12.8% |