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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 | $36,155 | $75,832-52.3% | $147,617-75.5% | $59,633-39.4% |
| Participation rate | 53.1% | 71.6%-18.5pp | 84.6%-31.5pp | 68.7%-15.6pp |
| Annual return | -0.85% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,627 | $3,131-48.0% | $4,895-66.8% | $3,192-49.0% |
| Admin fee / account holder | $881 | $5,986-85.3% | $11,612-92.4% | $4,297-79.5% |