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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 | $83,448 | $82,674+0.9% | $125,381-33.4% | $68,486+21.8% |
| Participation rate | 43.3% | 75.1%-31.7pp | 82.4%-39.0pp | 67.9%-24.6pp |
| Annual return | -15.34% | -5.97%-9.4pp | 572.31%-587.6pp | -7.85%-7.5pp |
| Employer contribution / active EE | $242 | $3,382-92.8% | $4,815-95.0% | $2,597-90.7% |
| Participant deferral / active EE | $3,113 | $6,111-49.1% | $7,448-58.2% | $4,028-22.7% |
| Admin fee / account holder | $817 | $6,277-87.0% | $10,007-91.8% | $5,404-84.9% |