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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 | $44,240 | $48,274-8.4% | $63,244-30.0% | $59,633-25.8% |
| Participation rate | 38.5% | 66.3%-27.9pp | 71.0%-32.6pp | 68.7%-30.2pp |
| Annual return | -1.60% | -240.79%+239.2pp | -70.31%+68.7pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,473 | $2,343-37.1% | $2,953-50.1% | $3,192-53.8% |
| Admin fee / account holder | $1,602 | $3,600-55.5% | $5,893-72.8% | $4,297-62.7% |