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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 | $79,839 | $95,979-16.8% | $74,551+7.1% | $135,380-41.0% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -7.32% | 56.97%-64.3pp | 32.53%-39.9pp | 519.81%-527.1pp |
| Employer contribution / active EE | $34 | $2,716-98.8% | $1,961-98.3% | $4,779-99.3% |
| Participant deferral / active EE | $2,521 | $3,844-34.4% | $3,108-18.9% | $5,609-55.0% |
| Admin fee / account holder | $354 | $6,522-94.6% | $5,059-93.0% | $10,828-96.7% |