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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 | $41,070 | $48,274-14.9% | $63,244-35.1% | $59,633-31.1% |
| Participation rate | 64.3% | 66.3%-2.0pp | 71.0%-6.8pp | 68.7%-4.4pp |
| Annual return | 0.02% | -240.79%+240.8pp | -70.31%+70.3pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $268 | $1,586-83.1% | $2,322-88.4% | $2,203-87.8% |
| Participant deferral / active EE | $1,316 | $2,343-43.8% | $2,953-55.4% | $3,192-58.8% |
| Admin fee / account holder | $1,265 | $3,600-64.9% | $5,893-78.5% | $4,297-70.6% |