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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 | $32,080 | $45,566-29.6% | $64,105-50.0% | $59,633-46.2% |
| Participation rate | 63.0% | 60.2%+2.8pp | 68.2%-5.2pp | 68.7%-5.7pp |
| Annual return | 0.18% | 4.95%-4.8pp | 791.24%-791.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,713 | $2,057-16.7% | $2,822-39.3% | $3,192-46.3% |
| Admin fee / account holder | $1,627 | $3,268-50.2% | $4,499-63.8% | $4,297-62.1% |