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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 | $33,457 | $57,350-41.7% | $83,850-60.1% | $64,181-47.9% |
| Participation rate | 40.7% | 68.6%-27.9pp | 76.1%-35.4pp | 69.6%-28.8pp |
| Annual return | -4.88% | 11.38%-16.3pp | 850.92%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $458 | $2,545-82.0% | $3,631-87.4% | $2,381-80.8% |
| Participant deferral / active EE | $1,290 | $2,993-56.9% | $4,082-68.4% | $3,470-62.8% |
| Admin fee / account holder | $1,737 | $4,046-57.1% | $5,478-68.3% | $4,887-64.5% |