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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 | $47,896 | $59,116-19.0% | $86,438-44.6% | $68,486-30.1% |
| Participation rate | 57.1% | 75.2%-18.1pp | 80.3%-23.2pp | 67.9%-10.8pp |
| Annual return | -17.94% | -0.23%-17.7pp | 4397.19%-4415.1pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,743 | $5,902-53.5% | $6,952-60.5% | $4,028-31.9% |
| Admin fee / account holder | $15,953 | $5,639+182.9% | $6,733+136.9% | $5,404+195.2% |