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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 | $27,057 | $84,493-68.0% | $125,381-78.4% | $66,938-59.6% |
| Participation rate | 62.0% | 76.4%-14.4pp | 82.4%-20.3pp | 69.8%-7.8pp |
| Annual return | -16.50% | -8.49%-8.0pp | 572.31%-588.8pp | 1.58%-18.1pp |
| Employer contribution / active EE | $613 | $3,554-82.7% | $4,815-87.3% | $2,545-75.9% |
| Participant deferral / active EE | $3,440 | $6,783-49.3% | $7,448-53.8% | $4,238-18.8% |
| Admin fee / account holder | $2,190 | $685+219.7% | $10,007-78.1% | $594+268.9% |