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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 | $75,844 | $82,314-7.9% | $68,808+10.2% | $134,532-43.6% |
| Participation rate | 16.7% | 75.1%-58.4pp | 69.0%-52.4pp | 81.2%-64.6pp |
| Annual return | -17.85% | -2.18%-15.7pp | -6.37%-11.5pp | 418.27%-436.1pp |
| Employer contribution / active EE | $383 | $3,301-88.4% | $2,656-85.6% | $4,741-91.9% |
| Participant deferral / active EE | $4,500 | $4,740-5.1% | $3,942+14.2% | $6,401-29.7% |
| Admin fee / account holder | $647 | $6,484-90.0% | $4,936-86.9% | $11,429-94.3% |