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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 | $42,920 | $61,815-30.6% | $97,295-55.9% | $80,959-47.0% |
| Participation rate | 36.4% | 63.5%-27.1pp | 72.7%-36.3pp | 67.7%-31.3pp |
| Annual return | 18.90% | -558.73%+577.6pp | 75.62%-56.7pp | 35.67%-16.8pp |
| Employer contribution / active EE | $230 | $1,836-87.5% | $2,723-91.6% | $2,757-91.7% |
| Participant deferral / active EE | $1,691 | $3,027-44.1% | $4,264-60.3% | $4,300-60.7% |
| Admin fee / account holder | $35,530 | $5,166+587.8% | $5,646+529.3% | $6,925+413.0% |