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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 | $15,971 | $30,732-48.0% | $59,496-73.2% | $59,633-73.2% |
| Participation rate | 63.6% | 43.2%+20.4pp | 54.6%+9.1pp | 68.7%-5.0pp |
| Annual return | -1.91% | 4.47%-6.4pp | 182.05%-184.0pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,091 | $1,183+76.8% | $1,829+14.3% | $3,192-34.5% |
| Admin fee / account holder | $890 | $2,136-58.4% | $2,232-60.1% | $4,297-79.3% |