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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 | $74,165 | $49,177+50.8% | $79,466-6.7% | $64,173+15.6% |
| Participation rate | 38.2% | 65.0%-26.8pp | 73.3%-35.1pp | 69.6%-31.3pp |
| Annual return | -4.83% | -1.16%-3.7pp | 718.28%-723.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $208 | $2,076-90.0% | $2,800-92.6% | $2,381-91.3% |
| Participant deferral / active EE | $1,271 | $2,821-55.0% | $3,704-65.7% | $3,470-63.4% |
| Admin fee / account holder | $6,499 | $3,839+69.3% | $5,104+27.3% | $4,887+33.0% |