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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 | $39,983 | $45,566-12.3% | $64,105-37.6% | $59,633-33.0% |
| Participation rate | 48.1% | 60.2%-12.0pp | 68.2%-20.0pp | 68.7%-20.5pp |
| Annual return | -0.81% | 4.95%-5.8pp | 791.24%-792.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,343 | $2,057-34.7% | $2,822-52.4% | $3,192-57.9% |
| Admin fee / account holder | $4,417 | $3,268+35.2% | $4,499-1.8% | $4,297+2.8% |