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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 | $43,500 | $100,811-56.8% | $86,698-49.8% | $134,545-67.7% |
| Participation rate | 46.2% | 79.0%-32.8pp | 76.6%-30.4pp | 81.2%-35.1pp |
| Annual return | -12.32% | 29.11%-41.4pp | 35.96%-48.3pp | 418.37%-430.7pp |
| Employer contribution / active EE | $482 | $3,490-86.2% | $2,837-83.0% | $4,742-89.8% |
| Participant deferral / active EE | $2,896 | $5,339-45.8% | $4,656-37.8% | $6,401-54.8% |
| Admin fee / account holder | $20,955 | $10,926+91.8% | $7,492+179.7% | $11,431+83.3% |