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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 | $58,670 | $37,463+56.6% | $77,100-23.9% | $66,949-12.4% |
| Participation rate | 19.8% | 52.9%-33.1pp | 67.9%-48.1pp | 69.8%-50.0pp |
| Annual return | -16.23% | -3.25%-13.0pp | 42.35%-58.6pp | 1.57%-17.8pp |
| Employer contribution / active EE | $15 | $1,535-99.0% | $2,815-99.5% | $2,545-99.4% |
| Participant deferral / active EE | $1,300 | $2,621-50.4% | $4,430-70.7% | $4,239-69.3% |
| Admin fee / account holder | $4,994 | $568+779.3% | $5,443-8.3% | $594+741.4% |