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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 | $56,731 | $45,566+24.5% | $64,105-11.5% | $59,633-4.9% |
| Participation rate | 38.6% | 60.2%-21.5pp | 68.2%-29.5pp | 68.7%-30.0pp |
| Annual return | -1.66% | 4.95%-6.6pp | 791.24%-792.9pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $100 | $934-89.3% | $1,820-94.5% | $2,203-95.5% |
| Participant deferral / active EE | $1,045 | $2,057-49.2% | $2,822-62.9% | $3,192-67.2% |
| Admin fee / account holder | $6,214 | $3,268+90.2% | $4,499+38.1% | $4,297+44.6% |