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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 | $35,490 | $133,998-73.5% | $112,263-68.4% | $134,545-73.6% |
| Participation rate | 30.8% | 78.6%-47.8pp | 75.1%-44.3pp | 81.2%-50.5pp |
| Annual return | -19.07% | 47.17%-66.2pp | 27.49%-46.6pp | 418.37%-437.4pp |
| Employer contribution / active EE | $707 | $4,040-82.5% | $3,636-80.6% | $4,742-85.1% |
| Participant deferral / active EE | $4,260 | $5,292-19.5% | $4,729-9.9% | $6,401-33.4% |
| Admin fee / account holder | $3,665 | $7,493-51.1% | $6,410-42.8% | $11,431-67.9% |