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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 | $38,295 | $45,566-16.0% | $64,105-40.3% | $59,633-35.8% |
| Participation rate | 68.0% | 60.2%+7.8pp | 68.2%-0.2pp | 68.7%-0.7pp |
| Annual return | -2.01% | 4.95%-7.0pp | 791.24%-793.3pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $120 | $934-87.1% | $1,820-93.4% | $2,203-94.5% |
| Participant deferral / active EE | $1,089 | $2,057-47.1% | $2,822-61.4% | $3,192-65.9% |
| Admin fee / account holder | $12,477 | $3,268+281.8% | $4,499+177.3% | $4,297+190.4% |