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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 | $43,984 | $39,245+12.1% | $64,105-31.4% | $52,331-15.9% |
| Participation rate | 55.0% | 58.2%-3.2pp | 68.2%-13.1pp | 68.1%-13.1pp |
| Annual return | 1.41% | 14.79%-13.4pp | 791.24%-789.8pp | 4.54%-3.1pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,096 | $1,992-45.0% | $2,822-61.1% | $3,022-63.7% |
| Admin fee / account holder | $11,244 | $592+1797.7% | $4,499+149.9% | $592+1800.6% |