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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 | $38,093 | $94,529-59.7% | $140,019-72.8% | $64,181-40.6% |
| Participation rate | 58.3% | 84.1%-25.8pp | 87.5%-29.2pp | 69.6%-11.2pp |
| Annual return | -6.07% | 7.77%-13.8pp | 651.15%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $415 | $3,812-89.1% | $5,605-92.6% | $2,381-82.6% |
| Participant deferral / active EE | $2,975 | $5,250-43.3% | $6,927-57.1% | $3,470-14.3% |
| Admin fee / account holder | $9,295 | $6,741+37.9% | $10,705-13.2% | $4,887+90.2% |