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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 | $114,292 | $82,678+38.2% | $125,391-8.9% | $68,490+66.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -17.42% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $42 | $3,382-98.8% | $4,816-99.1% | $2,597-98.4% |
| Participant deferral / active EE | $5,739 | $6,111-6.1% | $7,448-22.9% | $4,028+42.5% |
| Admin fee / account holder | $829 | $6,277-86.8% | $10,009-91.7% | $5,403-84.7% |