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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 | $57,943 | $54,380+6.6% | $68,509-15.4% | $59,633-2.8% |
| Participation rate | 39.2% | 70.2%-31.0pp | 74.7%-35.5pp | 68.7%-29.5pp |
| Annual return | -1.95% | 2.83%-4.8pp | 8.27%-10.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,083 | $2,643-21.2% | $3,382-38.4% | $3,192-34.7% |
| Admin fee / account holder | $5,584 | $3,885+43.7% | $5,275+5.9% | $4,297+30.0% |