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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 | $51,552 | $32,117+60.5% | $71,089-27.5% | $64,173-19.7% |
| Participation rate | 33.3% | 42.7%-9.4pp | 54.6%-21.3pp | 69.6%-36.2pp |
| Annual return | -8.40% | -5.57%-2.8pp | 650.65%-659.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,506 | $1,263+98.4% | $1,873+33.8% | $3,470-27.8% |
| Admin fee / account holder | $312 | $2,759-88.7% | $3,082-89.9% | $4,887-93.6% |