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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 | $43,397 | $75,962-42.9% | $154,108-71.8% | $64,173-32.4% |
| Participation rate | 34.9% | 70.4%-35.5pp | 83.0%-48.2pp | 69.6%-34.7pp |
| Annual return | -3.09% | 30.32%-33.4pp | 735.21%-738.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $182 | $3,350-94.6% | $5,298-96.6% | $2,381-92.3% |
| Participant deferral / active EE | $2,381 | $3,175-25.0% | $5,081-53.1% | $3,470-31.4% |
| Admin fee / account holder | $16,368 | $5,589+192.9% | $13,411+22.0% | $4,887+234.9% |