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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 | $39,090 | $82,674-52.7% | $125,363-68.8% | $68,495-42.9% |
| Participation rate | 36.8% | 75.0%-38.2pp | 82.4%-45.5pp | 67.9%-31.0pp |
| Annual return | -18.99% | -5.97%-13.0pp | 572.15%-591.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $43 | $3,382-98.7% | $4,815-99.1% | $2,596-98.3% |
| Participant deferral / active EE | $4,812 | $6,111-21.3% | $7,447-35.4% | $4,028+19.5% |
| Admin fee / account holder | $6,545 | $6,276+4.3% | $10,005-34.6% | $5,403+21.1% |