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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 | $52,849 | $61,787-14.5% | $97,197-45.6% | $80,925-34.7% |
| Participation rate | 35.7% | 63.5%-27.8pp | 72.7%-37.0pp | 67.7%-31.9pp |
| Annual return | 10.90% | -558.16%+569.1pp | 75.47%-64.6pp | 35.65%-24.7pp |
| Employer contribution / active EE | $292 | $1,836-84.1% | $2,723-89.3% | $2,756-89.4% |
| Participant deferral / active EE | $2,110 | $3,027-30.3% | $4,263-50.5% | $4,299-50.9% |
| Admin fee / account holder | $7,694 | $5,170+48.8% | $5,637+36.5% | $6,940+10.9% |