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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 | $51,535 | $45,566+13.1% | $64,105-19.6% | $59,633-13.6% |
| Participation rate | 66.7% | 60.2%+6.5pp | 68.2%-1.5pp | 68.7%-2.0pp |
| Annual return | -0.49% | 4.95%-5.4pp | 791.24%-791.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,231 | $2,057-40.2% | $2,822-56.4% | $3,192-61.4% |
| Admin fee / account holder | $7,361 | $3,268+125.3% | $4,499+63.6% | $4,297+71.3% |