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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 | $63,587 | $44,103+44.2% | $75,826-16.1% | $64,181-0.9% |
| Participation rate | 58.3% | 62.7%-4.4pp | 68.2%-9.9pp | 69.6%-11.2pp |
| Annual return | -4.05% | -4.72%+0.7pp | 1914.15%-1918.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,375 | $2,204-37.6% | $2,862-52.0% | $3,470-60.4% |
| Admin fee / account holder | $35,991 | $3,506+926.5% | $4,726+661.6% | $4,887+636.4% |