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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 | $46,898 | $48,274-2.8% | $63,244-25.8% | $59,633-21.4% |
| Participation rate | 39.5% | 66.3%-26.8pp | 71.0%-31.5pp | 68.7%-29.2pp |
| Annual return | -0.12% | -240.79%+240.7pp | -70.31%+70.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,300 | $2,343-44.5% | $2,953-56.0% | $3,192-59.3% |
| Admin fee / account holder | $743 | $3,600-79.3% | $5,893-87.4% | $4,297-82.7% |