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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 | $56,990 | $82,674-31.1% | $125,363-54.5% | $68,495-16.8% |
| Participation rate | 38.5% | 75.0%-36.6pp | 82.4%-43.9pp | 67.9%-29.4pp |
| Annual return | 9.59% | -5.97%+15.6pp | 572.15%-562.6pp | -7.84%+17.4pp |
| Employer contribution / active EE | $602 | $3,382-82.2% | $4,815-87.5% | $2,596-76.8% |
| Participant deferral / active EE | $4,348 | $6,111-28.9% | $7,447-41.6% | $4,028+7.9% |
| Admin fee / account holder | $3,010 | $6,276-52.0% | $10,005-69.9% | $5,403-44.3% |