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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 | $53,581 | $39,798+34.6% | $67,704-20.9% | $59,633-10.1% |
| Participation rate | 61.8% | 57.4%+4.4pp | 67.5%-5.8pp | 68.7%-6.9pp |
| Annual return | -0.38% | 89.94%-90.3pp | 25.41%-25.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,180 | $2,335-49.4% | $3,585-67.1% | $3,192-63.0% |
| Admin fee / account holder | $2,260 | $3,212-29.6% | $4,255-46.9% | $4,297-47.4% |