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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 | $46,751 | $32,117+45.6% | $71,089-34.2% | $64,173-27.1% |
| Participation rate | 31.3% | 42.7%-11.4pp | 54.6%-23.4pp | 69.6%-38.3pp |
| Annual return | 7.82% | -5.57%+13.4pp | 650.65%-642.8pp | 7.63%+0.2pp |
| Employer contribution / active EE | $67 | $712-90.6% | $1,088-93.9% | $2,381-97.2% |
| Participant deferral / active EE | $1,953 | $1,263+54.7% | $1,873+4.3% | $3,470-43.7% |
| Admin fee / account holder | $13,596 | $2,759+392.7% | $3,082+341.1% | $4,887+178.2% |