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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 | $108,281 | $75,962+42.5% | $154,111-29.7% | $64,173+68.7% |
| Participation rate | 34.2% | 70.4%-36.2pp | 83.0%-48.8pp | 69.6%-35.4pp |
| Annual return | -3.85% | 30.32%-34.2pp | 735.18%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $37 | $3,350-98.9% | $5,298-99.3% | $2,381-98.5% |
| Participant deferral / active EE | $2,288 | $3,175-27.9% | $5,081-55.0% | $3,470-34.1% |
| Admin fee / account holder | $18,451 | $5,589+230.1% | $13,411+37.6% | $4,887+277.5% |