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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 | $57,515 | $45,566+26.2% | $64,105-10.3% | $59,633-3.6% |
| Participation rate | 42.9% | 60.2%-17.3pp | 68.2%-25.3pp | 68.7%-25.8pp |
| Annual return | -1.95% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $112 | $934-88.0% | $1,820-93.9% | $2,203-94.9% |
| Participant deferral / active EE | $2,438 | $2,057+18.5% | $2,822-13.6% | $3,192-23.6% |
| Admin fee / account holder | $352 | $3,268-89.2% | $4,499-92.2% | $4,297-91.8% |