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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 | $38,596 | $61,755-37.5% | $97,161-60.3% | $80,911-52.3% |
| Participation rate | 68.3% | 63.5%+4.8pp | 72.7%-4.4pp | 67.6%+0.6pp |
| Annual return | 14.94% | -557.90%+572.8pp | 75.36%-60.4pp | 35.63%-20.7pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,850 | $3,026-5.8% | $4,265-33.2% | $4,297-33.7% |
| Admin fee / account holder | $3,965 | $5,166-23.3% | $5,647-29.8% | $6,935-42.8% |