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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 | $61,173 | $48,274+26.7% | $63,244-3.3% | $59,633+2.6% |
| Participation rate | 66.7% | 66.3%+0.3pp | 71.0%-4.4pp | 68.7%-2.0pp |
| Annual return | 0.29% | -240.79%+241.1pp | -70.31%+70.6pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,955 | $2,343-16.6% | $2,953-33.8% | $3,192-38.8% |
| Admin fee / account holder | $2,667 | $3,600-25.9% | $5,893-54.8% | $4,297-37.9% |