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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 | $35,093 | $63,703-44.9% | $93,063-62.3% | $82,448-57.4% |
| Participation rate | 44.0% | 63.8%-19.8pp | 72.1%-28.1pp | 68.1%-24.1pp |
| Annual return | 19.29% | -775.43%+794.7pp | 34.15%-14.9pp | 41.64%-22.3pp |
| Employer contribution / active EE | $324 | $1,729-81.3% | $2,476-86.9% | $2,551-87.3% |
| Participant deferral / active EE | $2,320 | $2,919-20.5% | $3,958-41.4% | $4,139-43.9% |
| Admin fee / account holder | $480 | $5,982-92.0% | $6,033-92.0% | $7,234-93.4% |