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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 | $66,231 | $69,774-5.1% | $67,561-2.0% | $74,429-11.0% |
| Participation rate | 40.0% | 71.4%-31.4pp | 72.9%-32.9pp | 67.2%-27.2pp |
| Annual return | 12.81% | -40.53%+53.3pp | 3525.44%-3512.6pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,507 | $3,636-58.6% | $4,003-62.3% | $4,348-65.3% |
| Admin fee / account holder | $4,170 | $890+368.7% | $4,006+4.1% | $1,944+114.5% |