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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 | $23,121 | $30,732-24.8% | $59,496-61.1% | $59,633-61.2% |
| Participation rate | 43.6% | 43.2%+0.4pp | 54.6%-11.0pp | 68.7%-25.1pp |
| Annual return | -2.96% | 4.47%-7.4pp | 182.05%-185.0pp | 2041.40%-2044.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $804 | $1,183-32.1% | $1,829-56.1% | $3,192-74.8% |
| Admin fee / account holder | $4,018 | $2,136+88.1% | $2,232+80.0% | $4,297-6.5% |