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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 | $62,068 | $75,978-18.3% | $73,836-15.9% | - |
| Participation rate | 56.6% | 59.4%-2.9pp | 73.4%-16.9pp | - |
| Annual return | 1.21% | -3.82%+5.0pp | 2268.06%-2266.8pp | - |
| Employer contribution / active EE | $2,763 | $1,686+63.9% | $2,787-0.9% | - |
| Participant deferral / active EE | $0 | $2,729-100.0% | $3,583-100.0% | - |
| Admin fee / account holder | $1,135 | $4,229-73.2% | $4,882-76.8% | - |