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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 | $76,524 | $82,674-7.4% | $125,381-39.0% | $68,486+11.7% |
| Participation rate | 42.3% | 75.1%-32.7pp | 82.4%-40.1pp | 67.9%-25.6pp |
| Annual return | -17.67% | -5.97%-11.7pp | 572.31%-590.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $24 | $3,382-99.3% | $4,815-99.5% | $2,597-99.1% |
| Participant deferral / active EE | $6,888 | $6,111+12.7% | $7,448-7.5% | $4,028+71.0% |
| Admin fee / account holder | $5,421 | $6,277-13.6% | $10,007-45.8% | $5,404+0.3% |