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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 | $39,040 | $79,523-50.9% | $140,019-72.1% | $56,289-30.6% |
| Participation rate | 46.7% | 85.7%-39.0pp | 87.5%-40.8pp | 69.9%-23.1pp |
| Annual return | -3.86% | 2.39%-6.2pp | 651.17%-655.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $502 | $3,350-85.0% | $5,605-91.1% | $2,111-76.2% |
| Participant deferral / active EE | $3,482 | $5,129-32.1% | $6,927-49.7% | $3,350+3.9% |
| Admin fee / account holder | $1,952 | $614+217.7% | $10,705-81.8% | $521+274.7% |