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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 | $29,120 | $39,798-26.8% | $67,704-57.0% | $59,633-51.2% |
| Participation rate | 15.2% | 57.4%-42.2pp | 67.5%-52.4pp | 68.7%-53.5pp |
| Annual return | -2.73% | 89.94%-92.7pp | 25.41%-28.1pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $733 | $2,335-68.6% | $3,585-79.6% | $3,192-77.0% |
| Admin fee / account holder | $2,449 | $3,212-23.7% | $4,255-42.4% | $4,297-43.0% |