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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 | $24,493 | $67,396-63.7% | $60,919-59.8% | $134,545-81.8% |
| Participation rate | 40.9% | 76.2%-35.3pp | 73.1%-32.2pp | 81.2%-40.3pp |
| Annual return | -15.91% | 50.12%-66.0pp | 16.96%-32.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $367 | $3,101-88.2% | $2,704-86.4% | $4,742-92.3% |
| Participant deferral / active EE | $1,042 | $4,534-77.0% | $3,814-72.7% | $6,401-83.7% |
| Admin fee / account holder | $14,367 | $4,590+213.0% | $3,228+345.1% | $11,431+25.7% |