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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 | $36,647 | $100,792-63.6% | $86,691-57.7% | $134,509-72.8% |
| Participation rate | 39.1% | 78.9%-39.8pp | 76.6%-37.5pp | 81.2%-42.1pp |
| Annual return | -16.70% | 29.08%-45.8pp | 35.94%-52.6pp | 418.13%-434.8pp |
| Employer contribution / active EE | $532 | $3,491-84.8% | $2,837-81.3% | $4,741-88.8% |
| Participant deferral / active EE | $2,663 | $5,339-50.1% | $4,656-42.8% | $6,400-58.4% |
| Admin fee / account holder | $25,468 | $10,924+133.1% | $7,492+239.9% | $11,427+122.9% |