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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 | $57,203 | $45,566+25.5% | $64,105-10.8% | $59,633-4.1% |
| Participation rate | 62.8% | 60.2%+2.7pp | 68.2%-5.3pp | 68.7%-5.9pp |
| Annual return | -0.94% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,403 | $2,057+16.8% | $2,822-14.8% | $3,192-24.7% |
| Admin fee / account holder | $2,005 | $3,268-38.6% | $4,499-55.4% | $4,297-53.3% |