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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 | $56,101 | $45,566+23.1% | $64,105-12.5% | $59,633-5.9% |
| Participation rate | 50.0% | 60.2%-10.2pp | 68.2%-18.2pp | 68.7%-18.7pp |
| Annual return | -2.15% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,632 | $2,057+28.0% | $2,822-6.7% | $3,192-17.5% |
| Admin fee / account holder | $2,538 | $3,268-22.3% | $4,499-43.6% | $4,297-40.9% |