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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 | $35,974 | $75,962-52.6% | $154,111-76.7% | $64,173-43.9% |
| Participation rate | 43.6% | 70.4%-26.8pp | 83.0%-39.4pp | 69.6%-26.0pp |
| Annual return | -4.50% | 30.32%-34.8pp | 735.18%-739.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $374 | $3,350-88.8% | $5,298-92.9% | $2,381-84.3% |
| Participant deferral / active EE | $1,083 | $3,175-65.9% | $5,081-78.7% | $3,470-68.8% |
| Admin fee / account holder | $4,150 | $5,589-25.7% | $13,411-69.1% | $4,887-15.1% |