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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 | $52,157 | $82,678-36.9% | $125,391-58.4% | $68,490-23.8% |
| Participation rate | 69.2% | 75.1%-5.8pp | 82.4%-13.2pp | 67.9%+1.3pp |
| Annual return | -18.10% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,979 | $6,111+14.2% | $7,448-6.3% | $4,028+73.3% |
| Admin fee / account holder | $608 | $6,277-90.3% | $10,009-93.9% | $5,403-88.7% |