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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 | $38,754 | $92,766-58.2% | $82,763-53.2% | $134,545-71.2% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.0pp | 81.2%-19.7pp |
| Annual return | -15.37% | 946.97%-962.3pp | 702.45%-717.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $268 | $3,273-91.8% | $3,008-91.1% | $4,742-94.3% |
| Participant deferral / active EE | $2,428 | $4,802-49.4% | $4,395-44.8% | $6,401-62.1% |
| Admin fee / account holder | $11,272 | $5,978+88.6% | $5,325+111.7% | $11,431-1.4% |