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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 | $33,771 | $131,835-74.4% | $108,582-68.9% | $273,972-87.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 8.57% | -91.57%+100.1pp | -51.70%+60.3pp | 41.46%-32.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,491 | $5,127-70.9% | $4,311-65.4% | $5,287-71.8% |
| Admin fee / account holder | $513 | $10,253-95.0% | $7,645-93.3% | $10,133-94.9% |