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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 | $30,820 | $30,732+0.3% | $59,496-48.2% | $59,633-48.3% |
| Participation rate | 47.3% | 43.2%+4.1pp | 54.6%-7.3pp | 68.7%-21.4pp |
| Annual return | 1.07% | 4.47%-3.4pp | 182.05%-181.0pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $473 | $1,183-60.0% | $1,829-74.1% | $3,192-85.2% |
| Admin fee / account holder | $4,642 | $2,136+117.3% | $2,232+108.0% | $4,297+8.0% |