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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 | $52,054 | $32,117+62.1% | $71,086-26.8% | $64,181-18.9% |
| Participation rate | 50.0% | 42.7%+7.3pp | 54.7%-4.7pp | 69.6%-19.6pp |
| Annual return | 5.67% | -5.57%+11.2pp | 650.59%-644.9pp | 7.63%-2.0pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,915 | $1,263+51.7% | $1,874+2.2% | $3,470-44.8% |
| Admin fee / account holder | $358 | $2,759-87.0% | $3,082-88.4% | $4,887-92.7% |