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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 | $48,994 | $63,924-23.4% | $108,582-54.9% | $55,167-11.2% |
| Participation rate | 43.8% | 74.3%-30.5pp | 79.6%-35.8pp | 69.0%-25.2pp |
| Annual return | 6.86% | 15.31%-8.5pp | -51.70%+58.6pp | 169.23%-162.4pp |
| Employer contribution / active EE | $378 | $1,879-79.9% | $3,758-90.0% | $1,963-80.8% |
| Participant deferral / active EE | $1,769 | $3,067-42.3% | $4,311-59.0% | $3,054-42.1% |
| Admin fee / account holder | $9,368 | $618+1416.7% | $7,645+22.5% | $504+1759.1% |