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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 | $62,918 | $45,566+38.1% | $64,105-1.9% | $59,633+5.5% |
| Participation rate | 65.8% | 60.2%+5.6pp | 68.2%-2.4pp | 68.7%-2.9pp |
| Annual return | -1.67% | 4.95%-6.6pp | 791.24%-792.9pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,250 | $2,057-39.2% | $2,822-55.7% | $3,192-60.8% |
| Admin fee / account holder | $10,536 | $3,268+222.4% | $4,499+134.2% | $4,297+145.2% |