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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 | $52,917 | $48,274+9.6% | $63,244-16.3% | $59,633-11.3% |
| Participation rate | 35.3% | 66.3%-31.0pp | 71.0%-35.7pp | 68.7%-33.4pp |
| Annual return | 0.45% | -240.79%+241.2pp | -70.31%+70.8pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,399 | $2,343+2.4% | $2,953-18.8% | $3,192-24.8% |
| Admin fee / account holder | $1,314 | $3,600-63.5% | $5,893-77.7% | $4,297-69.4% |