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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 | $57,400 | $45,566+26.0% | $64,105-10.5% | $59,632-3.7% |
| Participation rate | 37.7% | 60.2%-22.5pp | 68.2%-30.5pp | 68.7%-31.0pp |
| Annual return | -1.61% | 4.95%-6.6pp | 791.24%-792.9pp | 2041.32%-2042.9pp |
| Employer contribution / active EE | $121 | $934-87.0% | $1,820-93.3% | $2,203-94.5% |
| Participant deferral / active EE | $1,656 | $2,057-19.5% | $2,822-41.3% | $3,192-48.1% |
| Admin fee / account holder | $1,222 | $3,268-62.6% | $4,499-72.8% | $4,297-71.6% |