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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 | $39,608 | $69,012-42.6% | $160,037-75.3% | $68,490-42.2% |
| Participation rate | 30.6% | 65.4%-34.8pp | 78.0%-47.3pp | 67.9%-37.3pp |
| Annual return | -15.36% | -9.65%-5.7pp | 408.95%-424.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $446 | $2,212-79.8% | $4,226-89.4% | $2,597-82.8% |
| Participant deferral / active EE | $1,455 | $4,212-65.5% | $6,184-76.5% | $4,028-63.9% |
| Admin fee / account holder | $11,234 | $4,798+134.1% | $8,716+28.9% | $5,403+107.9% |