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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 | $24,170 | $57,352-57.9% | $83,830-71.2% | $64,173-62.3% |
| Participation rate | 44.2% | 68.6%-24.4pp | 76.1%-31.9pp | 69.6%-25.3pp |
| Annual return | -2.25% | 11.38%-13.6pp | 850.97%-853.2pp | 7.63%-9.9pp |
| Employer contribution / active EE | $382 | $2,546-85.0% | $3,631-89.5% | $2,381-83.9% |
| Participant deferral / active EE | $1,530 | $2,993-48.9% | $4,082-62.5% | $3,470-55.9% |
| Admin fee / account holder | $9,026 | $4,046+123.1% | $5,479+64.7% | $4,887+84.7% |