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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 | $51,207 | $45,566+12.4% | $64,105-20.1% | $59,633-14.1% |
| Participation rate | 36.2% | 60.2%-23.9pp | 68.2%-31.9pp | 68.7%-32.4pp |
| Annual return | -0.92% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $46 | $934-95.1% | $1,820-97.5% | $2,203-97.9% |
| Participant deferral / active EE | $1,644 | $2,057-20.1% | $2,822-41.7% | $3,192-48.5% |
| Admin fee / account holder | $829 | $3,268-74.6% | $4,499-81.6% | $4,297-80.7% |