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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 | $47,441 | $100,792-52.9% | $86,691-45.3% | $134,509-64.7% |
| Participation rate | 36.4% | 78.9%-42.6pp | 76.6%-40.2pp | 81.2%-44.9pp |
| Annual return | -7.75% | 29.08%-36.8pp | 35.94%-43.7pp | 418.13%-425.9pp |
| Employer contribution / active EE | $652 | $3,491-81.3% | $2,837-77.0% | $4,741-86.3% |
| Participant deferral / active EE | $3,454 | $5,339-35.3% | $4,656-25.8% | $6,400-46.0% |
| Admin fee / account holder | $25,442 | $10,924+132.9% | $7,492+239.6% | $11,427+122.7% |