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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 | $39,901 | $94,529-57.8% | $140,019-71.5% | $64,173-37.8% |
| Participation rate | 56.7% | 84.1%-27.4pp | 87.5%-30.8pp | 69.6%-12.9pp |
| Annual return | -3.17% | 7.77%-10.9pp | 651.15%-654.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $978 | $3,812-74.3% | $5,605-82.5% | $2,381-58.9% |
| Participant deferral / active EE | $3,868 | $5,250-26.3% | $6,927-44.2% | $3,470+11.5% |
| Admin fee / account holder | $22,896 | $6,741+239.7% | $10,705+113.9% | $4,887+368.5% |