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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 | $29,876 | $63,924-53.3% | $108,582-72.5% | $55,167-45.8% |
| Participation rate | 40.9% | 74.3%-33.4pp | 79.6%-38.6pp | 69.0%-28.1pp |
| Annual return | 8.17% | 15.31%-7.1pp | -51.70%+59.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $256 | $1,879-86.4% | $3,758-93.2% | $1,963-87.0% |
| Participant deferral / active EE | $1,934 | $3,067-36.9% | $4,311-55.1% | $3,054-36.7% |
| Admin fee / account holder | $2,009 | $618+225.3% | $7,645-73.7% | $504+298.7% |