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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 | $39,382 | $27,639+42.5% | $61,501-36.0% | $68,490-42.5% |
| Participation rate | 32.0% | 39.5%-7.6pp | 52.6%-20.6pp | 67.9%-35.9pp |
| Annual return | -17.49% | -13.19%-4.3pp | 339.04%-356.5pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,347 | $1,264+6.6% | $2,125-36.6% | $4,028-66.6% |
| Admin fee / account holder | $372 | $2,012-81.5% | $2,132-82.6% | $5,403-93.1% |