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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 | $41,763 | $75,959-45.0% | $154,114-72.9% | $64,181-34.9% |
| Participation rate | 38.4% | 70.4%-32.0pp | 83.0%-44.7pp | 69.6%-31.2pp |
| Annual return | -7.96% | 30.32%-38.3pp | 735.16%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $160 | $3,350-95.2% | $5,298-97.0% | $2,381-93.3% |
| Participant deferral / active EE | $1,086 | $3,175-65.8% | $5,081-78.6% | $3,470-68.7% |
| Admin fee / account holder | $5,366 | $5,589-4.0% | $13,411-60.0% | $4,887+9.8% |