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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 | $43,352 | $100,792-57.0% | $86,691-50.0% | $134,509-67.8% |
| Participation rate | 57.1% | 78.9%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -14.60% | 29.08%-43.7pp | 35.94%-50.5pp | 418.13%-432.7pp |
| Employer contribution / active EE | $276 | $3,491-92.1% | $2,837-90.3% | $4,741-94.2% |
| Participant deferral / active EE | $1,835 | $5,339-65.6% | $4,656-60.6% | $6,400-71.3% |
| Admin fee / account holder | $9,064 | $10,924-17.0% | $7,492+21.0% | $11,427-20.7% |