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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 | $41,936 | $45,566-8.0% | $64,105-34.6% | $59,633-29.7% |
| Participation rate | 62.8% | 60.2%+2.6pp | 68.2%-5.4pp | 68.7%-5.9pp |
| Annual return | 0.37% | 4.95%-4.6pp | 791.24%-790.9pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $100 | $934-89.2% | $1,820-94.5% | $2,203-95.4% |
| Participant deferral / active EE | $895 | $2,057-56.5% | $2,822-68.3% | $3,192-71.9% |
| Admin fee / account holder | $5,394 | $3,268+65.1% | $4,499+19.9% | $4,297+25.5% |