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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 | $39,806 | $77,816-48.8% | $123,552-67.8% | $64,173-38.0% |
| Participation rate | 54.1% | 74.7%-20.7pp | 82.3%-28.2pp | 69.6%-15.5pp |
| Annual return | -5.00% | 12.49%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $252 | $3,014-91.6% | $4,628-94.6% | $2,381-89.4% |
| Participant deferral / active EE | $4,775 | $5,240-8.9% | $6,426-25.7% | $3,470+37.6% |
| Admin fee / account holder | $13,455 | $5,519+143.8% | $9,285+44.9% | $4,887+175.3% |