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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 | $40,161 | $39,245+2.3% | $64,105-37.4% | $52,331-23.3% |
| Participation rate | 47.0% | 58.2%-11.2pp | 68.2%-21.2pp | 68.1%-21.1pp |
| Annual return | -0.98% | 14.79%-15.8pp | 791.24%-792.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,668 | $1,992-16.3% | $2,822-40.9% | $3,022-44.8% |
| Admin fee / account holder | $3,483 | $592+487.9% | $4,499-22.6% | $592+488.8% |