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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 | $39,530 | $84,493-53.2% | $125,381-68.5% | $66,938-40.9% |
| Participation rate | 46.6% | 76.4%-29.8pp | 82.4%-35.8pp | 69.8%-23.2pp |
| Annual return | -7.91% | -8.49%+0.6pp | 572.31%-580.2pp | 1.58%-9.5pp |
| Employer contribution / active EE | $679 | $3,554-80.9% | $4,815-85.9% | $2,545-73.3% |
| Participant deferral / active EE | $7,561 | $6,783+11.5% | $7,448+1.5% | $4,238+78.4% |
| Admin fee / account holder | $1,737 | $685+153.5% | $10,007-82.6% | $594+192.6% |