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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 | $85,233 | $55,449+53.7% | $83,831+1.7% | $56,289+51.4% |
| Participation rate | 33.6% | 68.0%-34.4pp | 76.1%-42.5pp | 69.9%-36.2pp |
| Annual return | -4.77% | -1.38%-3.4pp | 850.99%-855.8pp | -9.96%+5.2pp |
| Employer contribution / active EE | $232 | $2,430-90.5% | $3,631-93.6% | $2,111-89.0% |
| Participant deferral / active EE | $2,925 | $2,935-0.4% | $4,082-28.3% | $3,350-12.7% |
| Admin fee / account holder | $4,296 | $656+554.8% | $5,479-21.6% | $521+724.6% |