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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 | $34,871 | $58,828-40.7% | $78,002-55.3% | $62,881-44.5% |
| Participation rate | 51.9% | 71.1%-19.2pp | 75.5%-23.7pp | 69.3%-17.5pp |
| Annual return | 7.89% | 17.16%-9.3pp | 425.99%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $7 | $1,672-99.6% | $2,470-99.7% | $2,281-99.7% |
| Participant deferral / active EE | $1,634 | $2,686-39.2% | $3,497-53.3% | $3,203-49.0% |
| Admin fee / account holder | $4,161 | $4,393-5.3% | $5,481-24.1% | $4,296-3.1% |