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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 | $81,850 | $87,016-5.9% | $63,244+29.4% | $125,389-34.7% |
| Participation rate | 31.8% | 77.1%-45.2pp | 71.0%-39.2pp | 83.2%-51.4pp |
| Annual return | -1.37% | 21.71%-23.1pp | -70.31%+68.9pp | 282.24%-283.6pp |
| Employer contribution / active EE | $188 | $3,601-94.8% | $2,322-91.9% | $4,866-96.1% |
| Participant deferral / active EE | $780 | $3,939-80.2% | $2,953-73.6% | $5,352-85.4% |
| Admin fee / account holder | $1,254 | $11,954-89.5% | $5,893-78.7% | $9,541-86.9% |