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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 | $39,386 | $30,732+28.2% | $59,496-33.8% | $59,633-34.0% |
| Participation rate | 47.5% | 43.2%+4.2pp | 54.6%-7.1pp | 68.7%-21.2pp |
| Annual return | -1.04% | 4.47%-5.5pp | 182.05%-183.1pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,165 | $1,183+83.0% | $1,829+18.4% | $3,192-32.2% |
| Admin fee / account holder | $4,772 | $2,136+123.4% | $2,232+113.8% | $4,297+11.1% |