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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 | $43,157 | $83,090-48.1% | $130,062-66.8% | $71,529-39.7% |
| Participation rate | 55.3% | 74.1%-18.8pp | 78.5%-23.2pp | 67.9%-12.6pp |
| Annual return | 19.40% | 20.61%-1.2pp | -137.37%+156.8pp | 28.97%-9.6pp |
| Employer contribution / active EE | $542 | $2,624-79.3% | $4,322-87.5% | $2,590-79.1% |
| Participant deferral / active EE | $2,901 | $4,436-34.6% | $5,821-50.2% | $4,291-32.4% |
| Admin fee / account holder | $12,097 | $1,727+600.5% | $10,601+14.1% | $1,588+661.6% |