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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 | $87,421 | $91,525-4.5% | $130,026-32.8% | $75,181+16.3% |
| Participation rate | 43.9% | 71.4%-27.6pp | 78.5%-34.6pp | 67.2%-23.3pp |
| Annual return | 26.52% | -631.40%+657.9pp | -137.26%+163.8pp | 160.69%-134.2pp |
| Employer contribution / active EE | $429 | $2,844-84.9% | $4,321-90.1% | $2,671-83.9% |
| Participant deferral / active EE | $1,969 | $4,342-54.7% | $5,821-66.2% | $4,126-52.3% |
| Admin fee / account holder | $1,358 | $6,778-80.0% | $10,608-87.2% | $5,650-76.0% |