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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 | $41,648 | $32,117+29.7% | $71,089-41.4% | $64,173-35.1% |
| Participation rate | 45.6% | 42.7%+2.9pp | 54.6%-9.0pp | 69.6%-24.0pp |
| Annual return | -6.63% | -5.57%-1.1pp | 650.65%-657.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,569 | $1,263+24.3% | $1,873-16.2% | $3,470-54.8% |
| Admin fee / account holder | $2,488 | $2,759-9.8% | $3,082-19.3% | $4,887-49.1% |