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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 | $123,441 | $52,519+135.0% | $155,789-20.8% | $59,633+107.0% |
| Participation rate | 33.3% | 61.7%-28.4pp | 76.1%-42.8pp | 68.7%-35.3pp |
| Annual return | -2.17% | 53.51%-55.7pp | 71.54%-73.7pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $35 | $1,589-97.8% | $3,839-99.1% | $2,203-98.4% |
| Participant deferral / active EE | $2,226 | $3,084-27.8% | $4,798-53.6% | $3,192-30.2% |
| Admin fee / account holder | $31,530 | $3,540+790.7% | $7,477+321.7% | $4,297+633.8% |