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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 | $92,394 | $82,674+11.8% | $125,381-26.3% | $68,486+34.9% |
| Participation rate | 44.3% | 75.1%-30.8pp | 82.4%-38.1pp | 67.9%-23.6pp |
| Annual return | -17.92% | -5.97%-12.0pp | 572.31%-590.2pp | -7.85%-10.1pp |
| Employer contribution / active EE | $57 | $3,382-98.3% | $4,815-98.8% | $2,597-97.8% |
| Participant deferral / active EE | $4,484 | $6,111-26.6% | $7,448-39.8% | $4,028+11.3% |
| Admin fee / account holder | $1,565 | $6,277-75.1% | $10,007-84.4% | $5,404-71.0% |