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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 | $45,983 | $39,798+15.5% | $67,704-32.1% | $59,633-22.9% |
| Participation rate | 58.8% | 57.4%+1.5pp | 67.5%-8.7pp | 68.7%-9.8pp |
| Annual return | -1.17% | 89.94%-91.1pp | 25.41%-26.6pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,575 | $2,335+95.9% | $3,585+27.6% | $3,192+43.3% |
| Admin fee / account holder | $854 | $3,212-73.4% | $4,255-79.9% | $4,297-80.1% |