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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 | $76,808 | $56,197+36.7% | $67,652+13.5% | $59,633+28.8% |
| Participation rate | 37.5% | 71.5%-34.0pp | 75.7%-38.2pp | 68.7%-31.2pp |
| Annual return | -1.59% | 18508.10%-18509.7pp | 6625.40%-6627.0pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,085 | $2,844-26.7% | $3,560-41.4% | $3,192-34.7% |
| Admin fee / account holder | $1,631 | $3,958-58.8% | $4,821-66.2% | $4,297-62.0% |