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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 | $34,968 | $48,274-27.6% | $63,244-44.7% | $59,633-41.4% |
| Participation rate | 54.3% | 66.3%-12.0pp | 71.0%-16.7pp | 68.7%-14.3pp |
| Annual return | -0.84% | -240.79%+239.9pp | -70.31%+69.5pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,809 | $2,343-22.8% | $2,953-38.8% | $3,192-43.3% |
| Admin fee / account holder | $334 | $3,600-90.7% | $5,893-94.3% | $4,297-92.2% |