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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 | $52,065 | $45,872+13.5% | $77,100-32.5% | $68,490-24.0% |
| Participation rate | 50.0% | 55.9%-5.9pp | 67.9%-17.9pp | 67.9%-17.9pp |
| Annual return | 65.32% | 1.73%+63.6pp | 42.35%+23.0pp | -7.85%+73.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,237 | $2,963-24.5% | $4,430-49.5% | $4,028-44.5% |
| Admin fee / account holder | $55,059 | $3,041+1710.5% | $5,443+911.5% | $5,403+919.1% |