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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 | $82,034 | $91,536-10.4% | $130,062-36.9% | $75,177+9.1% |
| Participation rate | 42.6% | 71.5%-28.9pp | 78.5%-36.0pp | 67.2%-24.7pp |
| Annual return | 17.50% | -631.62%+649.1pp | -137.37%+154.9pp | 160.75%-143.2pp |
| Employer contribution / active EE | $34 | $2,845-98.8% | $4,322-99.2% | $2,671-98.7% |
| Participant deferral / active EE | $2,005 | $4,343-53.8% | $5,821-65.6% | $4,126-51.4% |
| Admin fee / account holder | $8,187 | $6,780+20.8% | $10,601-22.8% | $5,651+44.9% |