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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 | $39,183 | $69,771-43.8% | $67,524-42.0% | $74,400-47.3% |
| Participation rate | 67.6% | 71.4%-3.8pp | 72.9%-5.3pp | 67.2%+0.4pp |
| Annual return | 17.00% | -40.49%+57.5pp | 3519.41%-3502.4pp | 1367.51%-1350.5pp |
| Employer contribution / active EE | $45 | $2,710-98.3% | $2,734-98.3% | $2,624-98.3% |
| Participant deferral / active EE | $1,797 | $3,638-50.6% | $4,001-55.1% | $4,348-58.7% |
| Admin fee / account holder | $1,878 | $889+111.2% | $4,001-53.1% | $1,944-3.4% |