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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 | $39,112 | $61,816-36.7% | $97,260-59.8% | $80,935-51.7% |
| Participation rate | 36.4% | 63.5%-27.1pp | 72.7%-36.3pp | 67.7%-31.3pp |
| Annual return | 17.51% | -558.73%+576.2pp | 75.54%-58.0pp | 35.66%-18.1pp |
| Employer contribution / active EE | $86 | $1,836-95.3% | $2,721-96.8% | $2,757-96.9% |
| Participant deferral / active EE | $1,568 | $3,027-48.2% | $4,262-63.2% | $4,299-63.5% |
| Admin fee / account holder | $2,537 | $5,166-50.9% | $5,640-55.0% | $6,924-63.4% |