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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 | $14,689 | $39,798-63.1% | $67,704-78.3% | $59,633-75.4% |
| Participation rate | 23.7% | 57.4%-33.7pp | 67.5%-43.8pp | 68.7%-45.0pp |
| Annual return | -1.08% | 89.94%-91.0pp | 25.41%-26.5pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,251 | $2,335-46.4% | $3,585-65.1% | $3,192-60.8% |
| Admin fee / account holder | $5,764 | $3,212+79.5% | $4,255+35.5% | $4,297+34.1% |