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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 | $48,782 | $45,566+7.1% | $64,105-23.9% | $59,633-18.2% |
| Participation rate | 43.9% | 60.2%-16.2pp | 68.2%-24.2pp | 68.7%-24.7pp |
| Annual return | -2.52% | 4.95%-7.5pp | 791.24%-793.8pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,687 | $2,057-18.0% | $2,822-40.2% | $3,192-47.1% |
| Admin fee / account holder | $2,278 | $3,268-30.3% | $4,499-49.4% | $4,297-47.0% |