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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 | $28,292 | $39,798-28.9% | $67,704-58.2% | $59,633-52.6% |
| Participation rate | 65.0% | 57.4%+7.6pp | 67.5%-2.5pp | 68.7%-3.7pp |
| Annual return | -1.34% | 89.94%-91.3pp | 25.41%-26.8pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,326 | $2,335-43.2% | $3,585-63.0% | $3,192-58.5% |
| Admin fee / account holder | $1,043 | $3,212-67.5% | $4,255-75.5% | $4,297-75.7% |