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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 | $65,297 | $52,519+24.3% | $155,789-58.1% | $59,633+9.5% |
| Participation rate | 27.5% | 61.7%-34.2pp | 76.1%-48.6pp | 68.7%-41.2pp |
| Annual return | -0.39% | 53.51%-53.9pp | 71.54%-71.9pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,034 | $3,084-66.5% | $4,798-78.5% | $3,192-67.6% |
| Admin fee / account holder | $1,287 | $3,540-63.6% | $7,477-82.8% | $4,297-70.0% |