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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 | $49,238 | $45,566+8.1% | $64,105-23.2% | $59,633-17.4% |
| Participation rate | 57.9% | 60.2%-2.3pp | 68.2%-10.3pp | 68.7%-10.8pp |
| Annual return | 1.42% | 4.95%-3.5pp | 791.24%-789.8pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,698 | $2,057+31.2% | $2,822-4.4% | $3,192-15.5% |
| Admin fee / account holder | $1,468 | $3,268-55.1% | $4,499-67.4% | $4,297-65.8% |