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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 | $34,531 | $27,639+24.9% | $61,501-43.9% | $68,490-49.6% |
| Participation rate | 45.5% | 39.5%+5.9pp | 52.6%-7.1pp | 67.9%-22.4pp |
| Annual return | -13.26% | -13.19%-0.1pp | 339.04%-352.3pp | -7.85%-5.4pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,659 | $1,264+31.3% | $2,125-21.9% | $4,028-58.8% |
| Admin fee / account holder | $753 | $2,012-62.6% | $2,132-64.7% | $5,403-86.1% |