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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 | $27,973 | $69,012-59.5% | $160,009-82.5% | $68,486-59.2% |
| Participation rate | 44.4% | 65.4%-21.0pp | 78.0%-33.5pp | 67.9%-23.4pp |
| Annual return | 14.95% | -9.65%+24.6pp | 408.85%-393.9pp | -7.85%+22.8pp |
| Employer contribution / active EE | $370 | $2,212-83.3% | $4,225-91.2% | $2,597-85.8% |
| Participant deferral / active EE | $1,808 | $4,212-57.1% | $6,183-70.8% | $4,028-55.1% |
| Admin fee / account holder | $9,566 | $4,798+99.4% | $8,715+9.8% | $5,404+77.0% |