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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 | $36,774 | $44,850-18.0% | $60,547-39.3% | $59,633-38.3% |
| Participation rate | 61.3% | 59.5%+1.8pp | 68.0%-6.7pp | 68.7%-7.4pp |
| Annual return | -0.88% | 1074.14%-1075.0pp | 335.64%-336.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $188 | $1,462-87.1% | $2,419-92.2% | $2,203-91.4% |
| Participant deferral / active EE | $1,491 | $2,230-33.1% | $3,328-55.2% | $3,192-53.3% |
| Admin fee / account holder | $3,534 | $3,635-2.8% | $4,536-22.1% | $4,297-17.8% |