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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 | $100,805-63.6% | $86,698-57.7% | $134,532-72.8% |
| Participation rate | 39.1% | 79.0%-39.8pp | 76.6%-37.5pp | 81.2%-42.1pp |
| Annual return | -16.70% | 29.09%-45.8pp | 35.95%-52.6pp | 418.27%-435.0pp |
| Employer contribution / active EE | $532 | $3,490-84.8% | $2,837-81.3% | $4,741-88.8% |
| Participant deferral / active EE | $2,663 | $5,339-50.1% | $4,656-42.8% | $6,401-58.4% |
| Admin fee / account holder | $25,468 | $10,925+133.1% | $7,493+239.9% | $11,429+122.8% |